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BCFN vs KCE

Baron Financials ETF vs State Street SPDR S&P Capital Markets ETF

BCFN

Baron Financials ETF

Baron Capital Group, Inc.

Annual cost

0.80%

Fund size

$48M

KCE

State Street SPDR S&P Capital Markets ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$456M

Key differences

  • KCE costs 0.45% less per year.
  • KCE is significantly larger than BCFN — larger funds tend to be more liquid and less likely to close.
  • KCE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BCFNKCE
Annual cost (TER)0.80%0.35%
Fund size (AUM)$48M$456M
Since20192005
Dividend yield0.00%1.70%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+15.0%
CAGR 3YN/A+26.3%
CAGR 5YN/A+13.2%
Sharpe 3YN/A1.04
Volatility 1Y19.68%
Max drawdown-20.95%-40.78%

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

Similar to BCFN and KCE