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BCFN vs IYF

Baron Financials ETF vs iShares U.S. Financials ETF

BCFN

Baron Financials ETF

Baron Capital Group, Inc.

Annual cost

0.80%

Fund size

$48M

IYF

iShares U.S. Financials ETF

iShares

Annual cost

0.38%

Fund size

$3.4B

Key differences

  • IYF costs 0.42% less per year.
  • IYF is significantly larger than BCFN — larger funds tend to be more liquid and less likely to close.
  • IYF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BCFNIYF
Annual cost (TER)0.80%0.38%
Fund size (AUM)$48M$3.4B
Since20192000
Dividend yield0.00%1.54%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+9.6%
CAGR 3YN/A+22.0%
CAGR 5YN/A+10.4%
Sharpe 3YN/A1.06
Volatility 1Y14.37%
Max drawdown-20.95%-42.57%

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

Similar to BCFN and IYF