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BCFN vs CGIC

Baron Financials ETF vs Capital Group International Core Equity ETF

BCFN

Baron Financials ETF

Annual cost

0.80%

Fund size

$47M

CGIC

Capital Group International Core Equity ETF

Annual cost

0.54%

Fund size

$1.8B

Key differences

Both BCFN and CGIC are equity ETFs. BCFN charges 0.80% a year and CGIC 0.54%. The main difference: BCFN covers global markets; CGIC covers global markets excluding the US.

  • BCFN covers global markets; CGIC covers global markets excluding the US.
  • CGIC costs 0.26% less per year.
  • CGIC is much larger than BCFN. Larger funds are usually more liquid and less likely to close.
  • BCFN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BCFNCGIC
Annual cost (TER)0.80%0.54%
Fund size (AUM)$47M$1.8B
Since20192024
Dividend yield0.00%1.32%
Asset classequityequity
Regionglobalglobal ex us
Strategyactive selectionactive selection
CAGR 1YN/A+29.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.96%
Max drawdown-20.95%-13.10%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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