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BCFN vs ILTB

Baron Financials ETF vs iShares Core 10+ Year USD Bond ETF

BCFN

Baron Financials ETF

Baron Capital Group, Inc.

Annual cost

0.80%

Fund size

$48M

ILTB

iShares Core 10+ Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$588M

Key differences

  • ILTB costs 0.74% less per year.
  • ILTB is significantly larger than BCFN — larger funds tend to be more liquid and less likely to close.
  • BCFN is classified as equity, while ILTB is fixed income — different risk/return profiles.
  • ILTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BCFNILTB
Annual cost (TER)0.80%0.06%
Fund size (AUM)$48M$588M
Since20192009
Dividend yield0.00%4.94%
Asset classequityfixed income
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+8.4%
CAGR 3YN/A+3.2%
CAGR 5YN/A-2.5%
Sharpe 3YN/A0.02
Volatility 1Y8.08%
Max drawdown-20.95%-36.89%

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

Similar to BCFN and ILTB