BCFN vs VYM
Baron Financials ETF vs Vanguard High Dividend Yield ETF
Which is better, BCFN or VYM?
VYM has been ahead.
VYM has a lower expense ratio. VYM led over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 45.1%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BCFN | VYM |
|---|---|---|
| Expense Ratio | 0.80% | 0.04%Best |
| AUM | - | $81.6B |
| Dividend Yield | 0.00% | 2.22% |
| Holdings | 44 | 613 |
| YTD Return | -11.65% | +9.71%Best |
| 1Y Return | - | +13.77% |
| 3Y Return (annualized) | - | +17.30% |
| 5Y Return (annualized) | - | +11.45% |
| Top 10 Weight | 45.1% | 26.1%Best |
| Fund Family | Baron Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Dec 12, 2025 | Nov 10, 2006 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
BCFN vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
BCFN vs VYM Performance
Baron Financials ETF (BCFN) is an ETF from Baron Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, BCFN is down 11.65% versus a gain of 9.71% for VYM.
Past performance does not guarantee future results.
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 2.22% for VYM.
Holdings Overlap
33.6% of BCFN's money is in holdings VYM also owns. 9.0% of VYM's money is in holdings BCFN also owns.
The two portfolios partly overlap.
12 positions in common, counted across the 42 positions we hold weights for in BCFN and 557 in VYM, against full books of 44 and 613.
What only one of them owns
Our book lists 516 positions for VYM that do not appear in our book for BCFN (88.0% of the fund), and 26 for BCFN that do not appear in VYM (57.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BCFN | Weight in VYM | Difference |
|---|---|---|---|
| JPMJpmorgan Chase | 4.87% | 3.82% | 1.05% |
| BACBank of America Corp.: Financials | 4.82% | 1.66% | 3.16% |
| MSMorgan Stanley | 3.94% | 0.96% | 2.98% |
| BLKBlackrock Funding Inc/De | 3.01% | 0.68% | 2.33% |
| MSCIM S C I Inc. | 3.18% | 0.16% | 3.02% |
| CMECme Group, Cl A | 2.94% | 0.39% | 2.55% |
| COFCapital One Financial Corp. | 2.43% | 0.53% | 1.90% |
| APOAthene (Ath) / Apollo Global Management (Apo) | 2.71% | 0.21% | 2.50% |
| HLIHoulihan Lokey Inc | 1.83% | 0.03% | 1.80% |
| PGRProgressive Corporation | 1.09% | 0.50% | 0.59% |
33.6% of BCFN is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $76 a year on a $10,000 investment.
What is the holdings overlap between BCFN and VYM?
33.6% of BCFN's money is in holdings VYM also owns. 9.0% of VYM's is in holdings BCFN also owns. They hold 12 positions in common, counted across the 42 positions we hold weights for in BCFN and 557 in VYM.
Which pays a higher dividend, BCFN or VYM?
BCFN yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than BCFN?
VYM has a lower expense ratio. VYM led over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 45.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.