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BCFN vs USPX

Baron Financials ETF vs Franklin U.S. Equity Index ETF

BCFN

Baron Financials ETF

Baron Capital Group, Inc.

Annual cost

0.80%

Fund size

$48M

USPX

Franklin U.S. Equity Index ETF

Franklin Templeton Investments

Annual cost

0.03%

Fund size

$1.8B

Key differences

  • USPX costs 0.77% less per year.
  • USPX is significantly larger than BCFN — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

BCFNUSPX
Annual cost (TER)0.80%0.03%
Fund size (AUM)$48M$1.8B
Since20192016
Dividend yield0.00%1.09%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+30.4%
CAGR 3YN/A+23.1%
CAGR 5YN/A+12.9%
Sharpe 3YN/A1.21
Volatility 1Y12.23%
Max drawdown-20.95%-31.21%

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

Similar to BCFN and USPX