BCFN vs IYF

ABCFN

BIYF

Measures won0–2IYF wins · of 6 · 5Y

$10,000 · 5Y$20,649VGT · IYF $16,016

Lowest cost0.09%VGT · $9 on $10k

Most income1.47%IYF · $147 on $10k

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

Held in common29.3%BCFN and IYF

BCFN

IYF

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

[…]3 years · per year[…] · $18,869+23.6%

[…]5 years · per year[…] · $16,016+9.9%

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

0.00%12-mo yield$0 · $147 on $10k1.47%

[…]Worst dropSmaller wins−13.9%

[…]VolatilityLower wins15.1%

0–2IYF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBCFN · IYF

5.0%JPM10.9%

4.2%BAC3.6%

3.5%MS3.2%

3.2%BLK2.8%

Held in common29.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	BIYF	iShares U.S. Financials ETFRead Desk	0.37%	1.47%	−0.6%	+3.5%	+8.8%	+23.6%	+9.9%	−13.9%	$3.8B
3	ABCFN	Baron Financials ETFRead Desk	0.80%	0.00%	−0.8%	−9.4%	new	new	new	[…]	$45M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	BIYF	iShares U.S. Financials ETFRead Desk	0.37%	1.47%	−0.6%	+3.5%	+8.8%	+23.6%	+9.9%	−13.9%	$3.8B
3	ABCFN	Baron Financials ETFRead Desk	0.80%	0.00%	−0.8%	−9.4%	new	new	new	[…]	$45M

End-of-day Nov 6, 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

$16,016

MeasureBCFNIYF

Fee0.80%0.37%

Cost on $10k a year$80$37

Yield0.00%1.47%

5 years, per year[…]+9.9%

3 years, per year[…]+23.6%

Worst drop · 1Y[…]−13.9%

Volatility · 1Y[…]15.1%

2–0measures won
IYF first

29.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: BCFN, IYF, VGT

Today

29.3%most shared, BCFN and IYF

BCFNIYFVGT

BCFN—29.3%0.3%

IYF29.3%—0.1%

VGT0.3%0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$110most kept, IYF

IYF$147 − $37 = $110

VGT$44 − $9 = $35

BCFN$0 − $80 = −$80

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee