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BCFN vs VOTE

Baron Financials ETF vs TCW Transform 500 ETF

BCFN

Baron Financials ETF

Annual cost

0.80%

Fund size

$47M

VOTE

TCW Transform 500 ETF

Annual cost

0.05%

Fund size

$1.1B

Key differences

Both BCFN and VOTE are equity ETFs. BCFN charges 0.80% a year and VOTE 0.05%. The main difference: BCFN follows a active selection strategy; VOTE uses index tracking.

  • BCFN follows a active selection strategy; VOTE uses index tracking.
  • BCFN covers global markets; VOTE covers North America.
  • VOTE costs 0.75% less per year.
  • VOTE is much larger than BCFN. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BCFNVOTE
Annual cost (TER)0.80%0.05%
Fund size (AUM)$47M$1.1B
Since20192021
Dividend yield0.00%0.89%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+25.1%
CAGR 3YN/A+22.8%
CAGR 5YN/AN/A
Sharpe 3YN/A1.20
Volatility 1Y12.41%
Max drawdown-20.95%-25.70%

Similar to BCFN and VOTE