BCFN vs VYM
Baron Financials ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.
Side-by-Side Comparison
| Metric | BCFN | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.04% | |
| AUM | - | $81.6B | |
| Dividend Yield | 0.00% | 2.24% | |
| Holdings | 44 | 613 | |
| YTD Return | -3.67% | +14.57% | |
| 1Y Return | - | +21.08% | |
| 3Y Return (annualized) | - | +18.16% | |
| 5Y Return (annualized) | - | +12.00% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -20.9% | -58.8% | |
| Fund Family | Baron Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 12, 2025 | Nov 10, 2006 |
BCFN vs VYM Performance
Baron Financials ETF (BCFN) is a ETF from Baron Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, BCFN is down 3.67% versus a gain of 14.57% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -20.9% for BCFN and -58.8% for VYM. 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 VYM charges 0.04%. On a $10,000 position that is $80 vs $4 annually, a gap of $76 per year that compounds over a long holding period. On income, BCFN currently yields 0.00% against 2.24% for VYM.
Holdings Overlap
BCFN and VYM share 11 holdings out of 634 unique holdings combined, representing a 8.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BCFN or VYM?
BCFN has an expense ratio of 0.80% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
What is the holdings overlap between BCFN and VYM?
BCFN and VYM share 11 common holdings with a 8.2% weight overlap. Combined, they hold 634 unique securities.
Which pays a higher dividend, BCFN or VYM?
BCFN yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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