XLF vs BCFN
YTDYear to date
XLF wins+15.5 pts
Past year
Level
Fee
XLF winslower fee
Yield
XLF wins+1.4 pts
AUM
XLF1197.3× more
3–0XLF wins
XLF and BCFN · year-to-date · as of Nov 10, 2026 · AUM not scored
BCFN vs XLF
YTD$22.84 · +1.3% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareXLF+ S&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+1.3%+2.6%−1.2%−8.3%———−7.9%
Peer average+2.0%+4.5%−2.8%+7.8%+15.7%+83.9%+50.3%—
S&P 500 · VOO+2.3%−3.3%−2.1%+11.3%+13.6%+81.6%+75.4%+814.2%
Baron BCFN and XLF · total return, dividends in · as of Nov 10, 2026
BCFN’s Holdings
TodayVVisa Shares6.9%MA6.7%JPM5.0%SPGI4.3%BAC4.2%MCO3.9%MSCI3.8%SCHW3.6%MS3.5%IBKR3.4%LPLA3.4%BLK3.3%CME3.3%AER3.2%KKR3.2%TW2.5%APO2.5%MELI2.4%VRSK2.4%AXP2.3%COF2.3%ACGLOther
Financial - Credit ServicesFinancial - DataFinancial - Capital MarketsBanks - DiversifiedAsset ManagementInvestment - BankingOther
Baron BCFN · 41 holdings · tile size = share of the fund · as of Nov 9, 2026
All 33 Financials ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | XLF | State Street Financial Select Sector SPDRReadDesk | 0.08% | 1.4% | +7.2% | +7.2% | $53.4B | |
| 2 | VFH | FinancialsReadDesk | 0.09% | 1.7% | +6.8% | +6.8% | $12.7B | |
| 3 | KBWB | KBW BankReadDesk | 0.35% | 2.1% | +8.3% | +8.3% | $6.5B | |
| 4 | KRE | State Street SPDR S&P Regional BankingReadDesk | 0.35% | 2.2% | +15.3% | +15.3% | $4.3B | |
| 5 | IYF | U.S. FinancialsReadDesk | 0.37% | 1.4% | +5.3% | +5.3% | $3.9B | |
| 6 | EUFN | MSCI Europe FinancialsReadDesk | 0.49% | 4.1% | +10.9% | +10.9% | $3.1B | |
| 7 | FNCL | Fidelity MSCI FinancialsReadDesk | 0.08% | 1.6% | +6.8% | +6.8% | $2.3B | |
| 8 | IYG | U.S. Financial ServicesReadDesk | 0.37% | 1.1% | +5.8% | +5.8% | $2.3B | |
| 9 | PFXF | VanEck Preferred Securities ex FinancialsReadDesk | 0.40% | 6.5% | −2.0% | −2.0% | $2.1B | |
| 10 | KBE | State Street SPDR S&P BankReadDesk | 0.35% | 2.2% | +12.5% | +12.5% | $1.5B | |
| 11 | FXO | First Trust Financials AlphaDEXReadDesk | 0.60% | 2.1% | +10.9% | +10.9% | $1.1B | |
| 12 | IXG | Global FinancialsReadDesk | 0.38% | 2.1% | +11.7% | +11.7% | $717M | |
| 13 | IAT | U.S. Regional BanksReadDesk | 0.37% | 2.7% | +12.1% | +12.1% | $640M | |
| 14 | PGF | Financial PreferredReadDesk | 0.56% | 6.8% | −4.8% | −4.8% | $590M | |
| 15 | KIE | State Street SPDR S&P InsuranceReadDesk | 0.35% | 1.5% | +9.1% | +9.1% | $549M | |
| 16 | IAK | U.S. InsuranceReadDesk | 0.37% | 2.4% | +12.6% | +12.6% | $495M |
1–16 of 33Page 1 of 3
Financials · current AUM · as of Nov 10, 2026
BCFN Payouts by Year
TodayBCFN pays no distribution.
BCFN’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | XLF | State Street Financial Select Sector SPDR ETFReadVersus | 0.08% | 1.4% | +1.5% | +7.2% | +12.4% | $53.4B | |
| 2 | VFH | Vanguard Financials ETFReadVersus | 0.09% | 1.7% | +1.5% | +6.8% | +12.3% | $12.7B | |
| 3 | KBWB | Invesco KBW Bank ETFReadVersus | 0.35% | 2.1% | +2.5% | +8.3% | +19.1% | $6.5B | |
| 4 | KRE | State Street SPDR S&P Regional Banking ETFReadVersus | 0.35% | 2.2% | +1.7% | +15.3% | +25.0% | $4.3B | |
| 5 | IYF | iShares U.S. Financials ETFReadVersus | 0.37% | 1.4% | +1.8% | +5.3% | +11.1% | $3.9B | |
| 6 | BCFN | Baron Financials ETFThis fund | 0.80% | — | +1.3% | −8.3% | new | $44.6M |
#29 of 29 this year · #30 cheapest of 33 · sorted by assetsOpen the Sectors table →
BCFN and its peer group · total return · as of Nov 10, 2026
Cards for This View
BCFN’s Top 10 Holdings
Today45.2%of BCFN sits in these 10
Baron BCFN · weight in the fund · as of Nov 9, 2026
BCFN’s Holdings
TodayVVisa Shares6.9%MA6.7%JPM5.0%SPGI4.3%BAC4.2%MCO3.9%MSCI3.8%SCHW3.6%MS3.5%IBKR3.4%LPLA3.4%BLK3.3%CME3.3%AER3.2%KKR3.2%TW2.5%APO2.5%MELI2.4%VRSK2.4%AXP2.3%COF2.3%ACGLOther
Financial - Credit ServicesFinancial - DataFinancial - Capital MarketsBanks - DiversifiedAsset ManagementInvestment - BankingOther
Baron BCFN · 41 holdings · tile size = share of the fund · as of Nov 9, 2026
BCFN vs Peer Average
YTDBCFNAvsBPeer average
1D+1.3%+2.0%
1M+2.6%+4.5%
3M−1.2%−2.8%
YTD−8.3%+7.8%
1Y[…]+15.7%
3Y[…]+83.9%
5Y[…]+50.3%
1–3Peer average wins
32 Financials peers · each row scaled to its leader