BCFN vs CBSE
Comparison between BARON FINANCIALS ETF (BCFN, ETF) and CLOUGH SELECT EQUITY ETF (CBSE, ETF).
BCFN vs CBSE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BCFN
$48M
Winner
CBSE
$48M
Expense Ratio
Winner
BCFN
0.80%
CBSE
0.85%
Max Drawdown
Winner
BCFN
20.95%
CBSE
36.30%
Sharpe Ratio
BCFN
-1.96
Winner
CBSE
1.35
5Y Beta
Winner
BCFN
0.86
CBSE
1.22
P/E Ratio
BCFN
24.51
Winner
CBSE
4.29
Forward P/E
Winner
BCFN
18.34
CBSE
21.78
PEG Ratio
Winner
BCFN
0.60
CBSE
0.62
5Y EPS CAGR
BCFN
14.15%
CBSE
N/A
Debt to Equity
BCFN
55.94%
CBSE
N/A
P/S Ratio
BCFN
4.34
Winner
CBSE
3.18
P/B Ratio
Winner
BCFN
3.94
CBSE
5.24
BCFN vs CBSE - Holdings Comparison
BCFN and CBSE have 1 common holdings. Overlap is 0.76%
BCFN's top 25 holdings weight is 83.36%. CBSE's top 25 holdings weight is 60.79%.
| Rank | BCFN | CBSE |
|---|---|---|
| #1 | VISA INC CLASS A (V) - 5.91% | VENTURE GLOBAL INC ORDINARY SHARES CLASS A (VG) - 3.23% |
| #2 | MASTERCARD INC CLASS A (MA) - 5.46% | SABLE OFFSHORE CORP (SOC) - 2.90% |
| #3 | S&P GLOBAL INC (SPGI) - 4.98% | SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 2.70% |
| #4 | BANK OF AMERICA CORP (BAC) - 4.39% | OSCAR HEALTH INC CLASS A (OSCR) - 2.66% |
| #5 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 4.29% | TRANSOCEAN LTD (RIG) - 2.65% |
| #6 | CHARLES SCHWAB CORP (SCHW) - 4.19% | SLB LTD (SLB) - 2.58% |
| #7 | MORGAN STANLEY (MS) - 4.18% | HALLIBURTON CO (HAL) - 2.57% |
| #8 | MSCI INC (MSCI) - 3.81% | MARVELL TECHNOLOGY INC (MRVL) - 2.52% |
| #9 | MOODYS CORP (MCO) - 3.70% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 2.46% |
| #10 | KKR & CO INC ORDINARY SHARES (KKR) - 3.60% | KRYSTAL BIOTECH INC (KRYS) - 2.46% |
| #11 | LPL FINANCIAL HOLDINGS INC (LPLA) - 3.53% | PLANET LABS PBC CLASS A (PL) - 2.46% |
| #12 | APOLLO GLOBAL MANAGEMENT INC (APO) - 3.42% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 2.42% |
| #13 | CME GROUP INC CLASS A (CME) - 3.29% | KINROSS GOLD CORP (n/a) - 2.34% |
| #14 | BLACKROCK INC (BLK) - 3.18% | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.31% |
| #15 | TRADEWEB MARKETS INC (TW) - 3.02% | TRANSMEDICS GROUP INC (TMDX) - 2.29% |
| #16 | MERCADOLIBRE INC (MELI) - 3.02% | NEWMONT CORP (NEM) - 2.29% |
| #17 | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 2.77% | NVENT ELECTRIC PLC (NVT) - 2.26% |
| #18 | HOULIHAN LOKEY INC CLASS A (HLI) - 2.41% | TENABLE HOLDINGS INC (TENB) - 2.26% |
| #19 | CAPITAL ONE FINANCIAL CORP (COF) - 2.41% | SERVICE CORP INTERNATIONAL (SCI) - 2.25% |
| #20 | VERISK ANALYTICS INC (VRSK) - 2.25% | ROLLINS INC (ROL) - 2.24% |
| #21 | JPMORGAN CHASE & CO (JPM) - 2.25% | SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 2.23% |
| #22 | ARCH CAPITAL GROUP LTD (ACGL) - 2.08% | GE VERNOVA INC (GEV) - 2.21% |
| #23 | WISE GROUP PLC CLASS A (WSE) - 1.89% | AKAMAI TECHNOLOGIES INC (AKAM) - 2.19% |
| #24 | GUIDEWIRE SOFTWARE INC (GWRE) - 1.78% | SENSIENT TECHNOLOGIES CORP (SXT) - 2.17% |
| #25 | FAIR ISAAC CORP (FICO) - 1.55% | INDIE SEMICONDUCTOR INC ORDINARY SHARES CLASS A (INDI) - 2.14% |
| Total Holdings | 43 | 43 |
BCFN vs CBSE - Historical Returns
Returns include dividend reinvestment.
1M
BCFN
-3.17%
Winner
CBSE
+0.24%
3M
BCFN
-5.47%
Winner
CBSE
+14.94%
6M
BCFN
-15.66%
Winner
CBSE
+18.55%
1Y
BCFN
N/A
CBSE
+38.55%
5Y(CAGR)
BCFN
N/A
CBSE
+10.67%
Max(CAGR)
BCFN
-30.35%
Winner
CBSE
+17.23%
BCFN vs CBSE - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BCFN | CBSE |
|---|---|---|
| 2026 | -15.19% | +18.05% |
| 2025 | +0.35% | +17.90% |
| 2024 | N/A | +34.00% |
| 2023 | N/A | +18.89% |
| 2022 | N/A | -20.85% |
| 2021 | N/A | +16.05% |
| 2020 | N/A | +16.87% |
BCFN vs CBSE Drawdown Comparison
The maximum drawdown for BCFN was -20.95%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for CBSE was -36.30%, occurring on Jun 16, 2022. Recovery took 631 trading sessions.
The current BCFN drawdown is -18.04%. The current CBSE drawdown is -8.73%.
| Rank | BCFN | CBSE |
|---|---|---|
| #1 | -20.95% Jan 6, 2026 - Mar 27, 2026 | -36.30% Nov 9, 2021 - May 15, 2024 |
| #2 | -2.69% Dec 26, 2025 - Jan 5, 2026 | -29.40% Jan 24, 2025 - Jun 26, 2025 |
| #3 | -0.42% Dec 15, 2025 - Dec 19, 2025 | -13.57% Oct 15, 2025 - Jan 14, 2026 |
| #4 | N/A | -13.28% Jul 16, 2024 - Nov 7, 2024 |
| #5 | N/A | -11.54% Jan 22, 2026 - Apr 13, 2026 |
| #6 | N/A | -10.09% Apr 29, 2021 - Nov 3, 2021 |
| #7 | N/A | -8.73% Jun 2, 2026 - Jun 5, 2026 |
| #8 | N/A | -6.81% Feb 24, 2021 - Mar 15, 2021 |
| #9 | N/A | -6.52% Dec 6, 2024 - Jan 3, 2025 |
| #10 | N/A | -6.11% Mar 15, 2021 - Apr 26, 2021 |
| #11 | N/A | -5.41% Oct 6, 2025 - Oct 15, 2025 |
| #12 | N/A | -5.11% Jan 22, 2021 - Feb 3, 2021 |
| #13 | N/A | -4.62% Apr 24, 2026 - May 4, 2026 |
| #14 | N/A | -4.54% May 14, 2026 - May 26, 2026 |
| #15 | N/A | -4.13% Jan 6, 2025 - Jan 16, 2025 |
Correlation
Correlation between BCFN and CBSE is -0.55 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.55
-101
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