BCFN vs KBWB

ABCFN

BKBWB

Measures won0–2KBWB wins · of 6 · 5Y

$10,000 · 5Y$15,503XLF · KBWB $14,116

Lowest cost0.08%XLF · $8 on $10k

Most income2.12%KBWB · $212 on $10k

Smallest drop−14.8%XLF · worst fall in 1Y

Held in common15.2%BCFN and KBWB

BCFN

KBWB

Baron Financials ETF · $45MInvesco KBW Bank ETF · $6.9B

[…]3 years · per year[…] · $25,073+35.9%

[…]5 years · per year[…] · $14,116+7.1%

0.80%Expense ratio$80 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $212 on $10k2.12%

[…]Worst dropSmaller wins−16.4%

[…]VolatilityLower wins20.5%

0–2KBWB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBCFN · KBWB

5.0%JPM8.2%

4.2%BAC6.9%

3.6%MS7.6%

2.3%COF4.0%

Held in common15.2%

End-of-day Nov 5, 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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B
2	BKBWB	Invesco KBW Bank ETFRead Desk	0.35%	2.12%	−3.5%	+6.2%	+17.1%	+35.9%	+7.1%	−16.4%	$6.9B
3	ABCFN	Baron Financials ETFRead Desk	0.80%	0.00%	−2.8%	−8.8%	new	new	new	[…]	$45M

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B
2	BKBWB	Invesco KBW Bank ETFRead Desk	0.35%	2.12%	−3.5%	+6.2%	+17.1%	+35.9%	+7.1%	−16.4%	$6.9B
3	ABCFN	Baron Financials ETFRead Desk	0.80%	0.00%	−2.8%	−8.8%	new	new	new	[…]	$45M

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

Cards for this view

BCFN vs KBWB

BCFN

Baron Financials

[…]

KBWB

Invesco KBW Bank

$14,116

MeasureBCFNKBWB

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield0.00%2.12%

5 years, per year[…]+7.1%

3 years, per year[…]+35.9%

Worst drop · 1Y[…]−16.4%

Volatility · 1Y[…]20.5%

2–0measures won
KBWB first

15.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: BCFN, KBWB, XLF

Today

42.0%most shared, BCFN and XLF

BCFNKBWBXLF

BCFN—15.2%42.0%

KBWB15.2%—32.9%

XLF42.0%32.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, KBWB

KBWB$212 − $35 = $177

XLF$144 − $8 = $136

BCFN$0 − $80 = −$80

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee