Compare · 2 funds side by side · dividends reinvested

XLE and BCFN

XLESPDR×BCFNBaron×

Versus in desk

02 / 03

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$26,590XLE · best of the two

Story of the two · IncomeMost incomeXLE · 2.35% · $235 a year on $10k

XLE and BCFN, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.35%+48.2%+48.0%+19.9%+21.6%−15.0%23.3%$41.6B1.0

Baron Financials ETFSectors · Financials0.80%0.00%−8.0%[…][…][…][…][…]$45M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: XLE 1998 · BCFN 2019

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Energy Select Sector SPDR ETF · $41.6B$26,590

XLE

BCFN

Baron Financials ETF · $45M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

XLEMeasureBCFN

+48.2%

More Ways to See the Pairs

XLE vs BCFN: Top 5 Holdings

Today

XLE

58.8%in top 5

BCFN

in top 527.0%

XLEStockBCFN

24.0%XOMnot top 5

18.4%CVXnot top 5

7.2%COPnot top 5

not top 5V6.8%

not top 5MA6.6%

Cost, Income and Risk

Fees: XLE, BCFN

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

BCFN0.80%$80

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: XLE, BCFN

1Y

2.35%highest, XLE

FundTrailing yieldYield

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+48.2%

VDEVanguard

+46.1%

+48.2%Year to date+46.1%

2.3%Yield2.3%

$41.6BAssets$10.4B

1–0XLE wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

−8.0%

+48.0%1 yearTotal return[…]

+19.9%3 years · per year$10,000 became $17,258 · […][…]

+21.6%5 years · per year$10,000 became $26,590 · […][…]

0.08%Expense ratio$8 · $80 a year on $10k · lower is better0.80%

2.35%Trailing 12-mo yield$235 · $0 a year on $10k0.00%

−15.0%Worst dropSmaller is better[…]

23.3%VolatilityLower is calmer[…]

XLEBCFN Winner of the row, in its colourEach row: the bigger of the two fills its side

3–0XLE wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5JPM5.0%

4.7%MPCnot top 5

4.6%PSXnot top 5

not top 5SPGI4.3%

not top 5BAC4.2%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

XLE vs BCFN Returns, Every Period

1Y

SPDRXLE

+48.0%

past year

BCFNBaron

[…]

past year

XLEBCFNFaded: behind in that period

1–0XLE wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

XLE vs BCFN

YTD

SPDRXLE

+48.2%

BCFNBaron

−8.0%

+48.2%Year to date−8.0%

−15.0%Worst drop · 1Y[…]

23.3%Volatility · 1Y[…]

2.3%Yield0.0%

$41.6BAssets$44.6M

2–0XLE wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

XLE2.35%$235

BCFN0.00%$0

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$227most kept, XLE

XLE$235 − $8 = $227

BCFN$0 − $80 = −$80

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: XLE, BCFN

Today

0.0%most shared, XLE and BCFN

XLEBCFN

XLE—0.0%

BCFN0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+48.0%XLE, at 23.3% volatility

XLEWorst drop−15.0%23.3% vol

BCFNWorst drop[…][…]

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

XLEBCFN

+48.2%Year to date−8.0%

2.3%Yield0.0%

+48.0%Past year[…]

0.08%Fee0.80%

3–0XLE wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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XLE and BCFN

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two