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BCFN vs KRE

Baron Financials ETF vs State Street SPDR S&P Regional Banking ETF

BCFN

Baron Financials ETF

Baron Capital Group, Inc.

Annual cost

0.80%

Fund size

$48M

KRE

State Street SPDR S&P Regional Banking ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$4.2B

Key differences

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

Side-by-side comparison

BCFNKRE
Annual cost (TER)0.80%0.35%
Fund size (AUM)$48M$4.2B
Since20192006
Dividend yield0.00%2.25%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+26.5%
CAGR 3YN/A+24.7%
CAGR 5YN/A+2.7%
Sharpe 3YN/A0.79
Volatility 1Y23.30%
Max drawdown-20.95%-55.03%

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

Similar to BCFN and KRE