BCFN vs RAUS
Comparison between BARON FINANCIALS ETF (BCFN, ETF) and RACWI US ETF (RAUS, ETF).
BCFN vs RAUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BCFN
$48M
RAUS
$48M
Expense Ratio
BCFN
0.80%
RAUS
N/A
Max Drawdown
BCFN
20.95%
Winner
RAUS
8.63%
Sharpe Ratio
BCFN
-1.96
Winner
RAUS
1.24
5Y Beta
Winner
BCFN
0.86
RAUS
0.99
P/E Ratio
Winner
BCFN
24.51
RAUS
29.41
Forward P/E
Winner
BCFN
18.34
RAUS
22.12
PEG Ratio
BCFN
0.60
RAUS
N/A
5Y EPS CAGR
BCFN
14.15%
Winner
RAUS
28.97%
Debt to Equity
BCFN
55.94%
Winner
RAUS
45.60%
P/S Ratio
BCFN
4.34
Winner
RAUS
3.38
P/B Ratio
Winner
BCFN
3.94
RAUS
5.46
BCFN vs RAUS - Holdings Comparison
BCFN and RAUS have 16 common holdings. Overlap is 4.14%
BCFN's top 25 holdings weight is 83.36%. RAUS's top 25 holdings weight is 52.66%.
| Rank | BCFN | RAUS |
|---|---|---|
| #1 | VISA INC CLASS A (V) - 5.91% | NVIDIA CORP (NVDA) - 8.06% |
| #2 | MASTERCARD INC CLASS A (MA) - 5.46% | APPLE INC (AAPL) - 7.14% |
| #3 | S&P GLOBAL INC (SPGI) - 4.98% | ALPHABET INC CLASS A (GOOGL) - 6.50% |
| #4 | BANK OF AMERICA CORP (BAC) - 4.39% | MICROSOFT CORP (MSFT) - 4.96% |
| #5 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 4.29% | AMAZON.COM INC (AMZN) - 4.11% |
| #6 | CHARLES SCHWAB CORP (SCHW) - 4.19% | BROADCOM INC (AVGO) - 3.14% |
| #7 | MORGAN STANLEY (MS) - 4.18% | TESLA INC (TSLA) - 2.31% |
| #8 | MSCI INC (MSCI) - 3.81% | META PLATFORMS INC CLASS A (META) - 2.14% |
| #9 | MOODYS CORP (MCO) - 3.70% | MICRON TECHNOLOGY INC (MU) - 1.59% |
| #10 | KKR & CO INC ORDINARY SHARES (KKR) - 3.60% | ELI LILLY AND CO (LLY) - 1.45% |
| #11 | LPL FINANCIAL HOLDINGS INC (LPLA) - 3.53% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #12 | APOLLO GLOBAL MANAGEMENT INC (APO) - 3.42% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #13 | CME GROUP INC CLASS A (CME) - 3.29% | JPMORGAN CHASE & CO (JPM) - 1.30% |
| #14 | BLACKROCK INC (BLK) - 3.18% | EXXON MOBIL CORP (XOM) - 1.01% |
| #15 | TRADEWEB MARKETS INC (TW) - 3.02% | JOHNSON & JOHNSON (JNJ) - 0.89% |
| #16 | MERCADOLIBRE INC (MELI) - 3.02% | VISA INC CLASS A (V) - 0.87% |
| #17 | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 2.77% | INTEL CORP (INTC) - 0.83% |
| #18 | HOULIHAN LOKEY INC CLASS A (HLI) - 2.41% | WALMART INC (WMT) - 0.82% |
| #19 | CAPITAL ONE FINANCIAL CORP (COF) - 2.41% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | VERISK ANALYTICS INC (VRSK) - 2.25% | CISCO SYSTEMS INC (CSCO) - 0.69% |
| #21 | JPMORGAN CHASE & CO (JPM) - 2.25% | MARVELL TECHNOLOGY INC (MRVL) - 0.28% |
| #22 | ARCH CAPITAL GROUP LTD (ACGL) - 2.08% | BOEING CO (BA) - 0.28% |
| #23 | WISE GROUP PLC CLASS A (WSE) - 1.89% | TJX COMPANIES INC (TJX) - 0.28% |
| #24 | GUIDEWIRE SOFTWARE INC (GWRE) - 1.78% | AMPHENOL CORP CLASS A (APH) - 0.27% |
| #25 | FAIR ISAAC CORP (FICO) - 1.55% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.27% |
| Total Holdings | 43 | 478 |
BCFN vs RAUS - Historical Returns
Returns include dividend reinvestment.
1M
BCFN
-3.17%
Winner
RAUS
+2.19%
3M
BCFN
-5.47%
Winner
RAUS
+9.10%
6M
BCFN
-15.66%
Winner
RAUS
+9.27%
Max(CAGR)
BCFN
-30.35%
Winner
RAUS
+20.50%
BCFN vs RAUS - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | BCFN | RAUS |
|---|---|---|
| 2026 | -15.19% | +9.13% |
| 2025 | +0.35% | +4.73% |
BCFN vs RAUS 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 RAUS was -8.63%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.
The current BCFN drawdown is -18.04%. The current RAUS drawdown is -2.58%.
| Rank | BCFN | RAUS |
|---|---|---|
| #1 | -20.95% Jan 6, 2026 - Mar 27, 2026 | -8.63% Feb 9, 2026 - Apr 14, 2026 |
| #2 | -2.69% Dec 26, 2025 - Jan 5, 2026 | -4.64% Oct 28, 2025 - Dec 5, 2025 |
| #3 | -0.42% Dec 15, 2025 - Dec 19, 2025 | -2.89% Oct 8, 2025 - Oct 24, 2025 |
| #4 | N/A | -2.58% Jun 2, 2026 - Jun 5, 2026 |
| #5 | N/A | -2.58% Jan 12, 2026 - Jan 27, 2026 |
| #6 | N/A | -2.45% Dec 11, 2025 - Dec 23, 2025 |
| #7 | N/A | -2.34% Feb 2, 2026 - Feb 9, 2026 |
| #8 | N/A | -1.96% May 14, 2026 - May 26, 2026 |
| #9 | N/A | -1.35% Sep 22, 2025 - Oct 1, 2025 |
| #10 | N/A | -1.09% Dec 24, 2025 - Jan 6, 2026 |
| #11 | N/A | -0.90% Apr 17, 2026 - Apr 22, 2026 |
| #12 | N/A | -0.58% Apr 27, 2026 - Apr 30, 2026 |
| #13 | N/A | -0.52% Jan 28, 2026 - Feb 2, 2026 |
| #14 | N/A | -0.48% May 1, 2026 - May 5, 2026 |
| #15 | N/A | -0.46% May 6, 2026 - May 8, 2026 |
Correlation
Correlation between BCFN and RAUS is -0.35 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.35
-101
Select Stocks to Compare
Popular: BCFN vs SPYRAUS vs SPY
More Comparisons
Compare with similar stocks