Screener
BCFN vs PY
Baron Financials ETF vs Principal Value ETF
Key differences
- PY costs 0.65% less per year.
- PY is significantly larger than BCFN — larger funds tend to be more liquid and less likely to close.
- BCFN follows a index tracking strategy; PY uses active selection.
Side-by-side comparison
| BCFN | PY | |
|---|---|---|
| Annual cost (TER) | 0.80% | 0.15% |
| Fund size (AUM) | $48M | $212M |
| Since | 2019 | 2016 |
| Dividend yield | 0.00% | 2.15% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | N/A | +17.0% |
| CAGR 3Y | N/A | +13.8% |
| CAGR 5Y | N/A | +7.5% |
| Sharpe 3Y | N/A | 0.75 |
| Volatility 1Y | — | 10.74% |
| Max drawdown | -20.95% | -45.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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