Screener
XCOR vs BCFN
Fundx ETF vs Baron Financials ETF
Key differences
Both XCOR and BCFN are equity ETFs. XCOR charges 1.15% a year and BCFN 0.80%. 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
| XCOR | BCFN | |
|---|---|---|
| Annual cost (TER) | 1.15% | 0.80% |
| Fund size (AUM) | $193M | $47M |
| Since | 2001 | 2019 |
| Dividend yield | 0.38% | 0.00% |
| Asset class | equity | equity |
| Region | — | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +24.6% | N/A |
| CAGR 3Y | +21.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.01 | N/A |
| Volatility 1Y | 13.29% | — |
| Max drawdown | -22.54% | -20.95% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.