BCFN vs IYF

ABCFN

BIYF

Measures won0–2IYF wins · of 6 · 5Y

$10,000 · 5Y$16,748IYF

Lowest cost0.37%IYF · $37 on $10k

Most income1.42%IYF · $142 on $10k

Smallest drop−13.9%IYF · worst fall in 1Y

Held in common29.4%BCFN and IYF

BCFN

IYF

Baron Financials ETF · $45MiShares U.S. Financials ETF · $3.8B

[…]3 years · per year[…] · $19,876+25.7%

[…]5 years · per year[…] · $16,748+10.9%

0.80%Expense ratio$80 · $37 on $10k · lower wins0.37%

0.00%12-mo yield$0 · $142 on $10k1.42%

[…]Worst dropSmaller wins−13.9%

[…]VolatilityLower wins14.8%

0–2IYF wins

$10,000 · 5 yearsOne scale

Shared top holdingsBCFN · IYF

5.0%JPM11.0%

4.2%BAC3.6%

3.6%MS3.2%

3.2%BLK2.8%

Held in common29.4%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.42%	+3.3%	+7.2%	+13.5%	+25.7%	+10.9%	−13.9%	$3.8B
2	ABCFN	Baron Financials ETFRead Desk		0.80%	0.00%	+3.9%	−6.1%	new	new	new	[…]	$45M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.42%	+3.3%	+7.2%	+13.5%	+25.7%	+10.9%	−13.9%	$3.8B
2	ABCFN	Baron Financials ETFRead Desk		0.80%	0.00%	+3.9%	−6.1%	new	new	new	[…]	$45M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BCFN vs IYF

BCFN

Baron Financials

[…]

IYF

iShares U.S. Financials

$16,748

MeasureBCFNIYF

Fee0.80%0.37%

Cost on $10k a year$80$37

Yield0.00%1.42%

5 years, per year[…]+10.9%

3 years, per year[…]+25.7%

Worst drop · 1Y[…]−13.9%

Volatility · 1Y[…]14.8%

2–0measures won
IYF first

29.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: BCFN, IYF

Today

29.4%most shared, BCFN and IYF

BCFNIYF

BCFN—29.4%

IYF29.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$105most kept, IYF

IYF$142 − $37 = $105

BCFN$0 − $80 = −$80

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee