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BCFN vs CGIE

Baron Financials ETF vs Capital Group International Equity ETF

BCFN

Baron Financials ETF

Annual cost

0.80%

Fund size

$47M

CGIE

Capital Group International Equity ETF

Annual cost

0.54%

Fund size

$2.2B

Key differences

Both BCFN and CGIE are equity ETFs. BCFN charges 0.80% a year and CGIE 0.54%. The main difference: BCFN follows a active selection strategy; CGIE uses index tracking.

  • BCFN follows a active selection strategy; CGIE uses index tracking.
  • BCFN covers global markets; CGIE covers global markets excluding the US.
  • CGIE costs 0.26% less per year.
  • CGIE is much larger than BCFN. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BCFNCGIE
Annual cost (TER)0.80%0.54%
Fund size (AUM)$47M$2.2B
Since20192023
Dividend yield0.00%1.11%
Asset classequityequity
Regionglobalglobal ex us
Strategyactive selectionindex tracking
CAGR 1YN/A+13.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y16.67%
Max drawdown-20.95%-13.81%

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

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