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BCFN vs IVSI

Baron Financials ETF vs Applied Finance IVS International Large ETF

BCFN

Baron Financials ETF

Annual cost

0.80%

Fund size

$47M

IVSI

Applied Finance IVS International Large ETF

Annual cost

0.65%

Fund size

$8M

Key differences

Both BCFN and IVSI are equity ETFs. BCFN charges 0.80% a year and IVSI 0.65%. The main difference: BCFN covers global markets; IVSI covers global markets excluding the US.

  • BCFN covers global markets; IVSI covers global markets excluding the US.
  • IVSI costs 0.15% less per year.
  • BCFN is much larger than IVSI. 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

BCFNIVSI
Annual cost (TER)0.80%0.65%
Fund size (AUM)$47M$8M
Since20192025
Dividend yield0.00%
Asset classequityequity
Regionglobalglobal ex us
Strategyactive selectionactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-20.95%-11.73%

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

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