BCFN vs VFH

ABCFN

BVFH

Measures won0–2VFH wins · of 6 · 5Y

$10,000 · 5Y$16,079VFH

Lowest cost0.09%VFH · $9 on $10k

Most income1.64%VFH · $164 on $10k

Smallest drop−14.7%VFH · worst fall in 1Y

Held in common39.9%BCFN and VFH

BCFN

VFH

Baron Financials ETF · $45MVanguard Financials ETF · $12.7B

[…]3 years · per year[…] · $19,620+25.2%

[…]5 years · per year[…] · $16,079+10.0%

0.80%Expense ratio$80 · $9 on $10k · lower wins0.09%

0.00%12-mo yield$0 · $164 on $10k1.64%

[…]Worst dropSmaller wins−14.7%

[…]VolatilityLower wins15.1%

0–2VFH wins

$10,000 · 5 yearsOne scale

Shared top holdingsBCFN · VFH

6.9%V7.1%

6.6%MA5.3%

5.0%JPM10.4%

4.2%BAC4.2%

Held in common39.9%

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	BVFH	Vanguard Financials ETFRead Desk		0.09%	1.64%	+3.3%	+8.8%	+14.9%	+25.2%	+10.0%	−14.7%	$12.7B
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	BVFH	Vanguard Financials ETFRead Desk		0.09%	1.64%	+3.3%	+8.8%	+14.9%	+25.2%	+10.0%	−14.7%	$12.7B
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 VFH

BCFN

Baron Financials

[…]

VFH

Vanguard Financials

$16,079

MeasureBCFNVFH

Fee0.80%0.09%

Cost on $10k a year$80$9

Yield0.00%1.64%

5 years, per year[…]+10.0%

3 years, per year[…]+25.2%

Worst drop · 1Y[…]−14.7%

Volatility · 1Y[…]15.1%

2–0measures won
VFH first

39.9%

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, VFH

Today

39.9%most shared, BCFN and VFH

BCFNVFH

BCFN—39.9%

VFH39.9%—

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

Income After Fees on $10,000

$155most kept, VFH

VFH$164 − $9 = $155

BCFN$0 − $80 = −$80

KeptFee

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