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BCFN vs USMD

Baron Financials ETF vs CoreValues America First Technology ETF

BCFN

Baron Financials ETF

Baron Capital Group, Inc.

Annual cost

0.80%

Fund size

$48M

USMD

CoreValues America First Technology ETF

CoreValues

Annual cost

0.87%

Fund size

$0.3M

Key differences

  • BCFN costs 0.07% less per year.
  • BCFN is significantly larger than USMD — larger funds tend to be more liquid and less likely to close.
  • BCFN follows a index tracking strategy; USMD uses active selection.
  • BCFN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BCFNUSMD
Annual cost (TER)0.80%0.87%
Fund size (AUM)$48M$0.3M
Since20192026
Dividend yield0.00%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-20.95%-9.51%

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

Similar to BCFN and USMD