Screener
FNCL vs BCFN
Fidelity MSCI Financials Index ETF vs Baron Financials ETF
Key differences
Both FNCL and BCFN are equity ETFs. FNCL charges 0.08% a year and BCFN 0.80%. The main difference: FNCL follows a index tracking strategy; BCFN uses active selection.
- FNCL follows a index tracking strategy; BCFN uses active selection.
- FNCL covers North America; BCFN covers global markets.
- FNCL costs 0.72% less per year.
- FNCL is much larger than BCFN. Larger funds are usually more liquid and less likely to close.
- FNCL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FNCL | BCFN | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.80% |
| Fund size (AUM) | $2.2B | $47M |
| Since | 2013 | 2019 |
| Dividend yield | 1.67% | 0.00% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +7.6% | N/A |
| CAGR 3Y | +19.9% | N/A |
| CAGR 5Y | +9.0% | N/A |
| Sharpe 3Y | 0.95 | N/A |
| Volatility 1Y | 15.04% | — |
| Max drawdown | -44.38% | -20.95% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.