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NBCR vs BCFN

Neuberger Core Equity ETF vs Baron Financials ETF

NBCR

Neuberger Core Equity ETF

Annual cost

0.29%

Fund size

$843M

BCFN

Baron Financials ETF

Annual cost

0.80%

Fund size

$48M

Key differences

  • NBCR costs 0.51% less per year.
  • NBCR is significantly larger than BCFN — larger funds tend to be more liquid and less likely to close.
  • BCFN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBCRBCFN
Annual cost (TER)0.29%0.80%
Fund size (AUM)$843M$48M
Since20242019
Dividend yield0.44%0.00%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.1%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.48%
Max drawdown-18.23%-20.95%

Similar to NBCR and BCFN