BCFN vs QABA

ABCFN

BQABA

Measures won0–2QABA wins · of 6 · 5Y

$10,000 · 5Y$13,528QABA

Lowest cost0.63%QABA · $63 on $10k

Most income2.25%QABA · $225 on $10k

Smallest drop−12.5%QABA · worst fall in 1Y

Held in common0.0%BCFN and QABA

BCFN

QABA

Baron Financials ETF · $45MFirst Trust NASDAQ ABA Community Bank Index Fund · $88M

[…]3 years · per year[…] · $19,247+24.4%

[…]5 years · per year[…] · $13,528+6.2%

0.80%Expense ratio$80 · $63 on $10k · lower wins0.63%

0.00%12-mo yield$0 · $225 on $10k2.25%

[…]Worst dropSmaller wins−12.5%

[…]VolatilityLower wins19.8%

0–2QABA wins

$10,000 · 5 yearsOne scale

Shared top holdingsBCFN · QABA

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BQABA	First Trust NASDAQ ABA Community Bank Index FundRead Desk		0.63%	2.25%	+1.9%	+23.0%	+30.9%	+24.4%	+6.2%	−12.5%	$88M
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	BQABA	First Trust NASDAQ ABA Community Bank Index FundRead Desk		0.63%	2.25%	+1.9%	+23.0%	+30.9%	+24.4%	+6.2%	−12.5%	$88M
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 QABA

BCFN

Baron Financials

[…]

QABA

First Trust NASDAQ ABA Community Bank Index Fund

$13,528

MeasureBCFNQABA

Fee0.80%0.63%

Cost on $10k a year$80$63

Yield0.00%2.25%

5 years, per year[…]+6.2%

3 years, per year[…]+24.4%

Worst drop · 1Y[…]−12.5%

Volatility · 1Y[…]19.8%

2–0measures won
QABA first

0.0%

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, QABA

Today

0.0%most shared, BCFN and QABA

BCFNQABA

BCFN—0.0%

QABA0.0%—

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

Income After Fees on $10,000

$162most kept, QABA

QABA$225 − $63 = $162

BCFN$0 − $80 = −$80

KeptFee

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