Skip to content
Beacon
Screener

VOTE vs BCFN

TCW Transform 500 ETF vs Baron Financials ETF

VOTE

TCW Transform 500 ETF

Annual cost

0.05%

Fund size

$1.1B

BCFN

Baron Financials ETF

Annual cost

0.80%

Fund size

$47M

Key differences

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

  • VOTE follows a index tracking strategy; BCFN uses active selection.
  • VOTE covers North America; BCFN covers global markets.
  • 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

VOTEBCFN
Annual cost (TER)0.05%0.80%
Fund size (AUM)$1.1B$47M
Since20212019
Dividend yield0.89%0.00%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+25.1%N/A
CAGR 3Y+22.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.20N/A
Volatility 1Y12.41%
Max drawdown-25.70%-20.95%

Similar to VOTE and BCFN