BCFN vs VFH

ABCFN

BVFH

Measures won0–2VFH wins · of 6 · 5Y

$10,000 · 5Y$15,474XLF · VFH $15,375

Lowest cost0.08%XLF · $8 on $10k

Most income1.70%VFH · $170 on $10k

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

Held in common39.8%BCFN and VFH

BCFN

VFH

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

[…]3 years · per year[…] · $18,635+23.1%

[…]5 years · per year[…] · $15,375+9.0%

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

0.00%12-mo yield$0 · $170 on $10k1.70%

[…]Worst dropSmaller wins−14.7%

[…]VolatilityLower wins15.4%

0–2VFH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBCFN · VFH

6.9%V7.1%

6.7%MA5.3%

5.0%JPM10.4%

4.2%BAC4.2%

Held in common39.8%

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$54.5B
2	BVFH	Vanguard Financials ETFRead Desk	0.09%	1.70%	−0.6%	+5.2%	+10.1%	+23.1%	+9.0%	−14.7%	$12.7B
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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$54.5B
2	BVFH	Vanguard Financials ETFRead Desk	0.09%	1.70%	−0.6%	+5.2%	+10.1%	+23.1%	+9.0%	−14.7%	$12.7B
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 VFH

BCFN

Baron Financials

[…]

VFH

Vanguard Financials

$15,375

MeasureBCFNVFH

Fee0.80%0.09%

Cost on $10k a year$80$9

Yield0.00%1.70%

5 years, per year[…]+9.0%

3 years, per year[…]+23.1%

Worst drop · 1Y[…]−14.7%

Volatility · 1Y[…]15.4%

2–0measures won
VFH first

39.8%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: BCFN, VFH, XLF

Today

84.9%most shared, VFH and XLF

BCFNVFHXLF

BCFN—39.8%41.8%

VFH39.8%—84.9%

XLF41.8%84.9%—

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

Income After Fees on $10,000

$161most kept, VFH

VFH$170 − $9 = $161

XLF$144 − $8 = $136

BCFN$0 − $80 = −$80

KeptFee

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