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BCFN vs NBCR

Baron Financials ETF vs Neuberger Core Equity ETF

BCFN

Baron Financials ETF

Annual cost

0.80%

Fund size

$48M

NBCR

Neuberger Core Equity ETF

Annual cost

0.29%

Fund size

$843M

Key differences

  • NBCR costs 0.51% less per year.
  • NBCR is significantly larger than BCFN — larger funds tend to be 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

BCFNNBCR
Annual cost (TER)0.80%0.29%
Fund size (AUM)$48M$843M
Since20192024
Dividend yield0.00%0.44%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+25.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.48%
Max drawdown-20.95%-18.23%

Similar to BCFN and NBCR