Baron Financials ETF (BCFN)
- Net assets$47.5M
- Dividend yield0.00%
- 1-year return-8.57%
- Holdings41
BCFN ETF price chart
BCFN quote & trading statistics
BCFN performance
Total return · as of October 23, 2026- YTD-8.80%
- 1 year-8.57%
- 3 years+10.31%/yr
- 5 years-2.11%/yr
- 1Y volatility
- 17.79%
- 3Y volatility
- 16.76%
- 3Y Sharpe ratio
- 0.18
Returns include reinvested distributions; 3-, 5- and 10-year figures are annualized.
BCFN top 10 holdings
All holdings →| # | Symbol | Name | Weight |
|---|---|---|---|
| 1 | V | Visa Inc. Class A | 6.75% |
| 2 | MA | Mastercard Inc | 6.60% |
| 3 | JPM | JPMorgan Chase & Co | 4.84% |
| 4 | BAC | Bank of America Corp | 4.37% |
| 5 | SCHW | Charles Schwab Corp | 3.98% |
| 6 | SPGI | S&P Global Inc | 3.85% |
| 7 | MCO | Moodys Corporation | 3.75% |
| 8 | LPLA | LPL Financial Holdings Inc | 3.67% |
| 9 | IBKR | Interactive Brokers Group Inc | 3.65% |
| 10 | MS | Morgan Stanley | 3.52% |
The top 10 holdings make up 45.0% of the fund (41 holdings in total). As of October 23, 2026.
About Baron Financials ETF
Under normal circumstances, the fund invests at least 80% of its net assets in securities of companies that develop, use, or rely on innovative technologies or services, in a significant way, for banking, lending, capital markets, financial data analytics, insurance, payments, asset management, or wealth management. It may purchase securities of companies of any market capitalization and may invest in foreign stocks, including emerging market securities.
BCFN ETF FAQ
How much money is in BCFN?
Baron Financials ETF has about $47.5M in net assets.
What are the top holdings of BCFN?
The largest positions in BCFN are Visa Inc. Class A (6.75%), Mastercard Inc (6.60%), JPMorgan Chase & Co (4.84%). The fund holds 41 securities in total.
How has BCFN performed?
BCFN returned -8.57% over the past year and -2.11% a year over the past five years, including reinvested distributions.
Does BCFN pay dividends?
BCFN has a dividend yield of 0.00%.
When was BCFN launched?
Baron Financials ETF began trading on December 31, 2019.
ETFs similar to BCFN
Funds that track the same index or whose top-10 holdings overlap most with BCFN's. Overlap: shared top-10 weight as a share of the larger top-10 total of the two funds.
| Symbol | Fund | Overlap | Expense ratio | Net assets | 1-year return |
|---|---|---|---|---|---|
| BCFN | Baron Financials ETF | — | — | $47.5M | -8.57% |
| VFH | Vanguard Financials ETF | 53% | 0.10% | $13.23B | +7.97% |