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ACVF vs BCFN

American Conservative Values ETF vs Baron Financials ETF

ACVF

American Conservative Values ETF

ACV ETFs

Annual cost

0.75%

Fund size

$146M

BCFN

Baron Financials ETF

Baron Capital Group, Inc.

Annual cost

0.80%

Fund size

$48M

Key differences

  • ACVF costs 0.05% less per year.
  • ACVF is significantly larger than BCFN — larger funds tend to be more liquid and less likely to close.
  • ACVF follows a active selection strategy; BCFN uses index tracking.

Side-by-side comparison

ACVFBCFN
Annual cost (TER)0.75%0.80%
Fund size (AUM)$146M$48M
Since20202019
Dividend yield0.57%0.00%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+19.8%N/A
CAGR 3Y+20.1%N/A
CAGR 5Y+12.3%N/A
Sharpe 3Y1.11N/A
Volatility 1Y11.46%
Max drawdown-24.39%-20.95%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to ACVF and BCFN