BCFN vs VOO
Baron Financials ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | BCFN | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.03% | |
| AUM | - | $997.4B | |
| Dividend Yield | 0.00% | 1.08% | |
| Holdings | 44 | 509 | |
| YTD Return | -3.67% | +12.87% | |
| 1Y Return | - | +21.15% | |
| 3Y Return (annualized) | - | +20.93% | |
| 5Y Return (annualized) | - | +12.76% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -20.9% | -34.3% | |
| Fund Family | Baron Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 12, 2025 | Sep 7, 2010 |
BCFN vs VOO Performance
Baron Financials ETF (BCFN) is a ETF from Baron Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, BCFN is down 3.67% versus a gain of 12.87% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -20.9% for BCFN and -34.3% for VOO. 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 VOO 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 1.08% for VOO.
Holdings Overlap
BCFN and VOO share 25 holdings out of 522 unique holdings combined, representing a 6.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BCFN or VOO?
BCFN has an expense ratio of 0.80% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $77 per year of difference.
What is the holdings overlap between BCFN and VOO?
BCFN and VOO share 25 common holdings with a 6.0% weight overlap. Combined, they hold 522 unique securities.
Which pays a higher dividend, BCFN or VOO?
BCFN yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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