Screener
BCFN vs XCOR
Baron Financials ETF vs Fundx ETF
Key differences
Both BCFN and XCOR are equity ETFs. BCFN charges 0.80% a year and XCOR 1.15%. The main difference: BCFN costs 0.35% less per year.
- BCFN costs 0.35% less per year.
- XCOR is much larger than BCFN. Larger funds are usually more liquid and less likely to close.
- XCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BCFN | XCOR | |
|---|---|---|
| Annual cost (TER) | 0.80% | 1.15% |
| Fund size (AUM) | $47M | $193M |
| Since | 2019 | 2001 |
| Dividend yield | 0.00% | 0.38% |
| Asset class | equity | equity |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +24.6% |
| CAGR 3Y | N/A | +21.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.01 |
| Volatility 1Y | — | 13.29% |
| Max drawdown | -20.95% | -22.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.