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BCFN vs CLIX

Baron Financials ETF vs ProShares Long Online/Short Stores ETF

BCFN

Baron Financials ETF

Annual cost

0.80%

Fund size

$47M

CLIX

ProShares Long Online/Short Stores ETF

Annual cost

0.65%

Fund size

$7M

Key differences

Both BCFN and CLIX are equity ETFs. BCFN charges 0.80% a year and CLIX 0.65%. The main difference: BCFN follows a active selection strategy; CLIX uses inverse.

  • BCFN follows a active selection strategy; CLIX uses inverse.
  • BCFN covers global markets; CLIX covers North America.
  • CLIX costs 0.15% less per year.
  • BCFN is much larger than CLIX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BCFNCLIX
Annual cost (TER)0.80%0.65%
Fund size (AUM)$47M$7M
Since20192017
Dividend yield0.00%0.55%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectioninverse
CAGR 1YN/A+7.5%
CAGR 3YN/A+18.3%
CAGR 5YN/A-6.8%
Sharpe 3YN/A0.74
Volatility 1Y21.01%
Max drawdown-20.95%-73.21%

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

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