BCFN vs XLF

ABCFN

BXLF

Measures won0–2XLF wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · XLF $15,474

Lowest cost0.03%VOO · $3 on $10k

Most income1.44%XLF · $144 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common41.8%BCFN and XLF

BCFN

XLF

Baron Financials ETF · $45MState Street Financial Select Sector SPDR ETF · $55.5B

[…]3 years · per year[…] · $18,391+22.5%

[…]5 years · per year[…] · $15,474+9.1%

0.80%Expense ratio$80 · $8 on $10k · lower wins0.08%

0.00%12-mo yield$0 · $144 on $10k1.44%

[…]Worst dropSmaller wins−14.8%

[…]VolatilityLower wins15.3%

0–2XLF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBCFN · XLF

6.9%V8.9%

6.7%MA6.5%

5.0%JPM11.1%

4.2%BAC4.0%

Held in common41.8%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
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 XLF

BCFN

Baron Financials

[…]

XLF

Financial Select Sector SPDR

$15,474

MeasureBCFNXLF

Fee0.80%0.08%

Cost on $10k a year$80$8

Yield0.00%1.44%

5 years, per year[…]+9.1%

3 years, per year[…]+22.5%

Worst drop · 1Y[…]−14.8%

Volatility · 1Y[…]15.3%

2–0measures won
XLF first

41.8%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: BCFN, XLF, VOO

Today

41.8%most shared, BCFN and XLF

BCFNXLFVOO

BCFN—41.8%6.0%

XLF41.8%—11.3%

VOO6.0%11.3%—

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

VOO$110 − $3 = $107

BCFN$0 − $80 = −$80

KeptFee

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