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USMD vs BCFN

CoreValues America First Technology ETF vs Baron Financials ETF

USMD

CoreValues America First Technology ETF

CoreValues

Annual cost

0.87%

Fund size

$0.3M

BCFN

Baron Financials ETF

Baron Capital Group, Inc.

Annual cost

0.80%

Fund size

$48M

Key differences

  • BCFN costs 0.07% less per year.
  • BCFN is significantly larger than USMD — larger funds tend to be more liquid and less likely to close.
  • USMD follows a active selection strategy; BCFN uses index tracking.
  • BCFN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

USMDBCFN
Annual cost (TER)0.87%0.80%
Fund size (AUM)$0.3M$48M
Since20262019
Dividend yield0.00%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-9.51%-20.95%

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

Similar to USMD and BCFN