FMED vs BCFN

Comparison between FIDELITY DISRUPTIVE MEDICINE ETF (FMED, ETF) and BARON FINANCIALS ETF (BCFN, ETF).

FMED is from the Healthcare sector, while BCFN is from the Financial Services sector.

FMED vs BCFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FMED(ETF)	BCFN(ETF)
Net Assets	$46M	$46M
Expense Ratio	0.50%	0.80%
Max Drawdown	21.84%	20.95%
Sharpe Ratio	0.84	-1.12
5Y Beta	0.78	0.70
P/E Ratio	-31.33	23.80
Forward P/E	15.42	18.95
PEG Ratio	N/A	0.57
5Y EPS CAGR	-0.58%	13.90%
Debt to Equity	11.03%	64.25%
P/S Ratio	6.42	4.44
P/B Ratio	5.32	3.96

Net Assets

Winner

FMED

$46M

BCFN

$46M

Expense Ratio

Winner

FMED

0.50%

BCFN

0.80%

Max Drawdown

FMED

21.84%

Winner

BCFN

20.95%

Sharpe Ratio

Winner

FMED

0.84

BCFN

-1.12

5Y Beta

FMED

0.78

Winner

BCFN

0.70

P/E Ratio

Winner

FMED

-31.33

BCFN

23.80

Forward P/E

Winner

FMED

15.42

BCFN

18.95

PEG Ratio

FMED

N/A

BCFN

0.57

5Y EPS CAGR

FMED

-0.58%

Winner

BCFN

13.90%

Debt to Equity

Winner

FMED

11.03%

BCFN

64.25%

P/S Ratio

FMED

6.42

Winner

BCFN

4.44

P/B Ratio

FMED

5.32

Winner

BCFN

3.96

FMED vs BCFN - Holdings Comparison

FMED and BCFN have 1 common holdings. Overlap is -0.47%

FMED's top 25 holdings weight is 67.58%. BCFN's top 25 holdings weight is 83.45%.

Rank	FMED	BCFN
#1	n/a (n/a) - 9.56%	VISA INC CLASS A (V) - 5.72%
#2	n/a (TXG) - 4.25%	MASTERCARD INC CLASS A (MA) - 5.39%
#3	DANAHER CORP (DHR) - 3.80%	BANK OF AMERICA CORP (BAC) - 4.89%
#4	THERMO FISHER SCIENTIFIC INC (TMO) - 3.60%	INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 4.65%
#5	n/a (LFST) - 3.00%	MORGAN STANLEY (MS) - 4.36%
#6	ALNYLAM PHARMACEUTICALS INC (ALNY) - 2.93%	CHARLES SCHWAB CORP (SCHW) - 4.29%
#7	ARGENX SE ADR (ARGX) - 2.90%	S&P GLOBAL INC (SPGI) - 4.07%
#8	COGENT BIOSCIENCES INC (COGT) - 2.81%	JPMORGAN CHASE & CO (JPM) - 3.84%
#9	REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 2.79%	MOODYS CORP (MCO) - 3.81%
#10	ILLUMINA INC (ILMN) - 2.48%	MSCI INC (MSCI) - 3.70%
#11	INTUITIVE SURGICAL INC (ISRG) - 2.47%	LPL FINANCIAL HOLDINGS INC (LPLA) - 3.65%
#12	KYMERA THERAPEUTICS INC ORDINARY SHARES (KYMR) - 2.40%	KKR & CO INC ORDINARY SHARES (KKR) - 3.39%
#13	MODERNA INC (MRNA) - 2.24%	MERCADOLIBRE INC (MELI) - 3.11%
#14	ASCENDIS PHARMA AS (ASND) - 2.18%	BLACKROCK INC (BLK) - 2.98%
#15	UNITEDHEALTH GROUP INC (UNH) - 2.13%	APOLLO GLOBAL MANAGEMENT INC (APO) - 2.90%
#16	SARTORIUS STEDIM BIOTECH SA (n/a) - 2.05%	TRADEWEB MARKETS INC (TW) - 2.74%
#17	UCB SA (n/a) - 1.88%	NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 2.73%
#18	VAXCYTE INC ORDINARY SHARES (PCVX) - 1.86%	CME GROUP INC CLASS A (CME) - 2.63%
#19	EDWARDS LIFESCIENCES CORP (EW) - 1.84%	CAPITAL ONE FINANCIAL CORP (COF) - 2.49%
#20	HEARTFLOW INC (HTFL) - 1.81%	VERISK ANALYTICS INC (VRSK) - 2.20%
#21	INSMED INC (INSM) - 1.80%	HOULIHAN LOKEY INC CLASS A (HLI) - 2.10%
#22	NATERA INC (NTRA) - 1.75%	AMERICAN EXPRESS CO (AXP) - 2.09%
#23	GUARDANT HEALTH INC (GH) - 1.70%	ARCH CAPITAL GROUP LTD (ACGL) - 1.98%
#24	LEGEND BIOTECH CORP ADR (LEGN) - 1.69%	AERCAP HOLDINGS NV (AER) - 1.96%
#25	PRIVIA HEALTH GROUP INC (PRVA) - 1.66%	WISE GROUP PLC CLASS A (WSE) - 1.78%
Total Holdings	79	43

FMED vs BCFN - Historical Returns

Returns include dividend reinvestment.

Period	FMED	BCFN
1 month	+8.13%	+4.08%
3 months	+13.33%	+2.36%
6 months	+3.04%	-9.10%
1 year	+17.84%	N/A
Max(CAGR)	+4.12%	-17.32%

Winner

FMED

+8.13%

BCFN

+4.08%

Winner

FMED

+13.33%

BCFN

+2.36%

Winner

FMED

+3.04%

BCFN

-9.10%

FMED

+17.84%

BCFN

N/A

Max(CAGR)

Winner

FMED

+4.12%

BCFN

-17.32%

FMED vs BCFN - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	FMED	BCFN
2026	+6.13%	-10.33%
2025	+9.24%	+0.35%
2024	+2.42%	N/A
2023	-4.20%	N/A

FMED vs BCFN Drawdown Comparison

The maximum drawdown for FMED was -21.84%, occurring on Oct 30, 2023. Recovery took 151 trading sessions.

The maximum drawdown for BCFN was -20.95%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current FMED drawdown is -5.21%. The current BCFN drawdown is -13.34%.

Rank	FMED	BCFN
#1	-21.84% Jul 21, 2023 - Feb 27, 2024	-20.95% Jan 6, 2026 - Mar 27, 2026
#2	-19.46% Jan 30, 2025 - Oct 27, 2025	-2.69% Dec 26, 2025 - Jan 5, 2026
#3	-18.33% Nov 28, 2025 - Jul 1, 2026	-0.42% Dec 15, 2025 - Dec 19, 2025
#4	-8.49% Feb 27, 2024 - Aug 21, 2024	N/A
#5	-7.13% Sep 19, 2024 - Dec 4, 2024	N/A
#6	-6.80% Dec 4, 2024 - Jan 30, 2025	N/A
#7	-6.01% Jul 9, 2026 - Jul 22, 2026	N/A
#8	-4.70% Oct 27, 2025 - Nov 11, 2025	N/A
#9	-4.36% Jun 13, 2023 - Jul 21, 2023	N/A
#10	-1.91% Aug 29, 2024 - Sep 12, 2024	N/A
#11	-1.40% Jul 7, 2026 - Jul 9, 2026	N/A
#12	-1.33% Nov 12, 2025 - Nov 19, 2025	N/A
#13	-0.82% Sep 16, 2024 - Sep 19, 2024	N/A
#14	-0.51% Nov 19, 2025 - Nov 21, 2025	N/A
#15	-0.40% Aug 23, 2024 - Aug 27, 2024	N/A