BCFN vs XLF

ABCFN

BXLF

Measures won0–2XLF wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · XLF $15,474

Lowest cost0.08%XLF · $8 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−14.8%XLF · 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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: BCFN, XLF, XLE

Today

41.8%most shared, BCFN and XLF

BCFNXLFXLE

BCFN—41.8%0.0%

XLF41.8%—0.0%

XLE0.0%0.0%—

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

XLF$144 − $8 = $136

BCFN$0 − $80 = −$80

KeptFee

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