BCFN vs SPIN
Comparison between BARON FINANCIALS ETF (BCFN, ETF) and SPDR SSGA US Equity Premium Income ETF (SPIN, ETF).
BCFN vs SPIN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BCFN
$46M
SPIN
$46M
Expense Ratio
BCFN
0.80%
Winner
SPIN
0.25%
Max Drawdown
BCFN
20.95%
Winner
SPIN
19.04%
Sharpe Ratio
BCFN
-0.97
Winner
SPIN
0.89
5Y Beta
Winner
BCFN
0.70
SPIN
0.81
P/E Ratio
Winner
BCFN
24.12
SPIN
29.66
Forward P/E
Winner
BCFN
19.17
SPIN
21.82
PEG Ratio
BCFN
0.57
Winner
SPIN
0.48
5Y EPS CAGR
BCFN
13.98%
Winner
SPIN
29.09%
Debt to Equity
BCFN
64.42%
Winner
SPIN
20.55%
P/S Ratio
Winner
BCFN
4.60
SPIN
4.99
P/B Ratio
Winner
BCFN
3.98
SPIN
6.05
BCFN vs SPIN - Holdings Comparison
BCFN and SPIN have 8 common holdings. Overlap is 8.80%
BCFN's top 25 holdings weight is 83.45%. SPIN's top 25 holdings weight is 66.99%.
| Rank | BCFN | SPIN |
|---|---|---|
| #1 | VISA INC CLASS A (V) - 5.72% | NVIDIA CORP (NVDA) - 9.69% |
| #2 | MASTERCARD INC CLASS A (MA) - 5.39% | APPLE INC (AAPL) - 6.18% |
| #3 | BANK OF AMERICA CORP (BAC) - 4.89% | ALPHABET INC CLASS A (GOOGL) - 6.13% |
| #4 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 4.65% | MICROSOFT CORP (MSFT) - 5.91% |
| #5 | MORGAN STANLEY (MS) - 4.36% | AMAZON.COM INC (AMZN) - 4.97% |
| #6 | CHARLES SCHWAB CORP (SCHW) - 4.29% | BROADCOM INC (AVGO) - 3.64% |
| #7 | S&P GLOBAL INC (SPGI) - 4.07% | META PLATFORMS INC CLASS A (META) - 3.28% |
| #8 | JPMORGAN CHASE & CO (JPM) - 3.84% | ADVANCED MICRO DEVICES INC (AMD) - 2.75% |
| #9 | MOODYS CORP (MCO) - 3.81% | JPMORGAN CHASE & CO (JPM) - 2.17% |
| #10 | MSCI INC (MSCI) - 3.70% | APPLIED MATERIALS INC (AMAT) - 2.07% |
| #11 | LPL FINANCIAL HOLDINGS INC (LPLA) - 3.65% | ELI LILLY AND CO (LLY) - 2.03% |
| #12 | KKR & CO INC ORDINARY SHARES (KKR) - 3.39% | MICRON TECHNOLOGY INC (MU) - 1.77% |
| #13 | MERCADOLIBRE INC (MELI) - 3.11% | BANK OF AMERICA CORP (BAC) - 1.72% |
| #14 | BLACKROCK INC (BLK) - 2.98% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.54% |
| #15 | APOLLO GLOBAL MANAGEMENT INC (APO) - 2.90% | VISA INC CLASS A (V) - 1.44% |
| #16 | TRADEWEB MARKETS INC (TW) - 2.74% | THE HOME DEPOT INC (HD) - 1.37% |
| #17 | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 2.73% | S&P GLOBAL INC (SPGI) - 1.35% |
| #18 | CME GROUP INC CLASS A (CME) - 2.63% | AMPHENOL CORP CLASS A (APH) - 1.32% |
| #19 | CAPITAL ONE FINANCIAL CORP (COF) - 2.49% | PARKER HANNIFIN CORP (PH) - 1.26% |
| #20 | VERISK ANALYTICS INC (VRSK) - 2.20% | EMERSON ELECTRIC CO (EMR) - 1.11% |
| #21 | HOULIHAN LOKEY INC CLASS A (HLI) - 2.10% | UBER TECHNOLOGIES INC (UBER) - 1.09% |
| #22 | AMERICAN EXPRESS CO (AXP) - 2.09% | LINDE PLC (LIN) - 1.08% |
| #23 | ARCH CAPITAL GROUP LTD (ACGL) - 1.98% | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 1.08% |
| #24 | AERCAP HOLDINGS NV (AER) - 1.96% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.03% |
| #25 | WISE GROUP PLC CLASS A (WSE) - 1.78% | UNITED RENTALS INC (URI) - 1.01% |
| Total Holdings | 43 | 104 |
BCFN vs SPIN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BCFN
+5.90%
SPIN
+1.75%
3M
BCFN
+2.01%
Winner
SPIN
+3.48%
6M
BCFN
-7.11%
Winner
SPIN
+2.78%
1Y
BCFN
N/A
SPIN
+13.78%
Max(CAGR)
BCFN
-14.85%
Winner
SPIN
+12.70%
BCFN vs SPIN - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | BCFN | SPIN |
|---|---|---|
| 2026 | -8.64% | +3.39% |
| 2025 | +0.35% | +14.33% |
| 2024 | N/A | +6.09% |
BCFN vs SPIN 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 SPIN was -16.84%, occurring on Apr 8, 2025. Recovery took 102 trading sessions.
The current BCFN drawdown is -11.72%. The current SPIN drawdown is -0.81%.
| Rank | BCFN | SPIN |
|---|---|---|
| #1 | -20.95% Jan 6, 2026 - Mar 27, 2026 | -16.84% Feb 19, 2025 - Jul 17, 2025 |
| #2 | -2.69% Dec 26, 2025 - Jan 5, 2026 | -9.81% Jan 27, 2026 - May 28, 2026 |
| #3 | -0.42% Dec 15, 2025 - Dec 19, 2025 | -4.36% Nov 12, 2025 - Nov 28, 2025 |
| #4 | N/A | -3.76% Jun 1, 2026 - Jul 9, 2026 |
| #5 | N/A | -3.57% Dec 6, 2024 - Feb 19, 2025 |
| #6 | N/A | -2.55% Jan 12, 2026 - Jan 26, 2026 |
| #7 | N/A | -2.46% Dec 11, 2025 - Dec 23, 2025 |
| #8 | N/A | -2.42% Oct 8, 2025 - Oct 21, 2025 |
| #9 | N/A | -1.93% Nov 3, 2025 - Nov 11, 2025 |
| #10 | N/A | -1.90% Oct 22, 2024 - Nov 6, 2024 |
| #11 | N/A | -1.64% Jul 15, 2026 - Jul 20, 2026 |
| #12 | N/A | -1.45% Sep 5, 2024 - Sep 10, 2024 |
| #13 | N/A | -1.43% Jul 29, 2025 - Aug 4, 2025 |
| #14 | N/A | -1.38% Aug 14, 2025 - Aug 22, 2025 |
| #15 | N/A | -1.32% Nov 13, 2024 - Nov 26, 2024 |
Correlation
Correlation between BCFN and SPIN is 0.18 which considered as a very weak or no correlation - the stocks move independently of each other.
0.18
-101
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