BCFN vs IVV
Baron Financials ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BCFN | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.03% | |
| AUM | - | $865.2B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 44 | 508 | |
| YTD Return | -6.28% | +13.43% | |
| 1Y Return | - | +22.61% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -20.9% | -56.5% | |
| Fund Family | Baron Funds | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Dec 12, 2025 | May 15, 2000 |
BCFN vs IVV Performance
Baron Financials ETF (BCFN) is a ETF from Baron Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, BCFN is down 6.28% versus a gain of 13.43% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -20.9% for BCFN and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
BCFN charges 0.80% per year while IVV charges 0.03%. On a $10,000 position that is $80 vs $3 annually, a gap of $77 per year that compounds over a long holding period. On income, BCFN currently yields 0.00% against 1.09% for IVV.
Holdings Overlap
BCFN and IVV share 25 holdings out of 522 unique holdings combined, representing a 6.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BCFN or IVV?
BCFN has an expense ratio of 0.80% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $77 per year of difference.
What is the holdings overlap between BCFN and IVV?
BCFN and IVV share 25 common holdings with a 6.4% weight overlap. Combined, they hold 522 unique securities.
Which pays a higher dividend, BCFN or IVV?
BCFN yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.