SPIN vs BCFN

Comparison between SPDR SSGA US Equity Premium Income ETF (SPIN, ETF) and BARON FINANCIALS ETF (BCFN, ETF).

SPIN vs BCFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPIN(ETF)	BCFN(ETF)
Net Assets	$46M	$46M
Expense Ratio	0.25%	0.80%
Max Drawdown	19.04%	20.95%
Sharpe Ratio	0.89	-0.97
5Y Beta	0.81	0.70
P/E Ratio	29.66	24.12
Forward P/E	21.82	19.17
PEG Ratio	0.48	0.57
5Y EPS CAGR	29.09%	13.98%
Debt to Equity	20.55%	64.42%
P/S Ratio	4.99	4.60
P/B Ratio	6.05	3.98

Net Assets

SPIN

$46M

Winner

BCFN

$46M

Expense Ratio

Winner

SPIN

0.25%

BCFN

0.80%

Max Drawdown

Winner

SPIN

19.04%

BCFN

20.95%

Sharpe Ratio

Winner

SPIN

0.89

BCFN

-0.97

5Y Beta

SPIN

0.81

Winner

BCFN

0.70

P/E Ratio

SPIN

29.66

Winner

BCFN

24.12

Forward P/E

SPIN

21.82

Winner

BCFN

19.17

PEG Ratio

Winner

SPIN

0.48

BCFN

0.57

5Y EPS CAGR

Winner

SPIN

29.09%

BCFN

13.98%

Debt to Equity

Winner

SPIN

20.55%

BCFN

64.42%

P/S Ratio

SPIN

4.99

Winner

BCFN

4.60

P/B Ratio

SPIN

6.05

Winner

BCFN

3.98

SPIN vs BCFN - Holdings Comparison

SPIN and BCFN have 8 common holdings. Overlap is 8.80%

SPIN's top 25 holdings weight is 66.99%. BCFN's top 25 holdings weight is 83.45%.

Rank	SPIN	BCFN
#1	NVIDIA CORP (NVDA) - 9.69%	VISA INC CLASS A (V) - 5.72%
#2	APPLE INC (AAPL) - 6.18%	MASTERCARD INC CLASS A (MA) - 5.39%
#3	ALPHABET INC CLASS A (GOOGL) - 6.13%	BANK OF AMERICA CORP (BAC) - 4.89%
#4	MICROSOFT CORP (MSFT) - 5.91%	INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 4.65%
#5	AMAZON.COM INC (AMZN) - 4.97%	MORGAN STANLEY (MS) - 4.36%
#6	BROADCOM INC (AVGO) - 3.64%	CHARLES SCHWAB CORP (SCHW) - 4.29%
#7	META PLATFORMS INC CLASS A (META) - 3.28%	S&P GLOBAL INC (SPGI) - 4.07%
#8	ADVANCED MICRO DEVICES INC (AMD) - 2.75%	JPMORGAN CHASE & CO (JPM) - 3.84%
#9	JPMORGAN CHASE & CO (JPM) - 2.17%	MOODYS CORP (MCO) - 3.81%
#10	APPLIED MATERIALS INC (AMAT) - 2.07%	MSCI INC (MSCI) - 3.70%
#11	ELI LILLY AND CO (LLY) - 2.03%	LPL FINANCIAL HOLDINGS INC (LPLA) - 3.65%
#12	MICRON TECHNOLOGY INC (MU) - 1.77%	KKR & CO INC ORDINARY SHARES (KKR) - 3.39%
#13	BANK OF AMERICA CORP (BAC) - 1.72%	MERCADOLIBRE INC (MELI) - 3.11%
#14	EXXONMOBIL HOLDINGS CORP (XOM) - 1.54%	BLACKROCK INC (BLK) - 2.98%
#15	VISA INC CLASS A (V) - 1.44%	APOLLO GLOBAL MANAGEMENT INC (APO) - 2.90%
#16	THE HOME DEPOT INC (HD) - 1.37%	TRADEWEB MARKETS INC (TW) - 2.74%
#17	S&P GLOBAL INC (SPGI) - 1.35%	NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 2.73%
#18	AMPHENOL CORP CLASS A (APH) - 1.32%	CME GROUP INC CLASS A (CME) - 2.63%
#19	PARKER HANNIFIN CORP (PH) - 1.26%	CAPITAL ONE FINANCIAL CORP (COF) - 2.49%
#20	EMERSON ELECTRIC CO (EMR) - 1.11%	VERISK ANALYTICS INC (VRSK) - 2.20%
#21	UBER TECHNOLOGIES INC (UBER) - 1.09%	HOULIHAN LOKEY INC CLASS A (HLI) - 2.10%
#22	LINDE PLC (LIN) - 1.08%	AMERICAN EXPRESS CO (AXP) - 2.09%
#23	WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 1.08%	ARCH CAPITAL GROUP LTD (ACGL) - 1.98%
#24	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.03%	AERCAP HOLDINGS NV (AER) - 1.96%
#25	UNITED RENTALS INC (URI) - 1.01%	WISE GROUP PLC CLASS A (WSE) - 1.78%
Total Holdings	104	43

SPIN vs BCFN - Historical Returns

Returns include dividend reinvestment.

Period	SPIN	BCFN
1 month	+1.75%	+5.90%
3 months	+3.48%	+2.01%
6 months	+2.78%	-7.11%
1 year	+13.78%	N/A
Max(CAGR)	+12.70%	-14.85%

SPIN

+1.75%

Winner

BCFN

+5.90%

Winner

SPIN

+3.48%

BCFN

+2.01%

Winner

SPIN

+2.78%

BCFN

-7.11%

SPIN

+13.78%

BCFN

N/A

Max(CAGR)

Winner

SPIN

+12.70%

BCFN

-14.85%

SPIN vs BCFN - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	SPIN	BCFN
2026	+3.39%	-8.64%
2025	+14.33%	+0.35%
2024	+6.09%	N/A

SPIN vs BCFN Drawdown Comparison

The maximum drawdown for SPIN was -16.84%, occurring on Apr 8, 2025. Recovery took 102 trading sessions.

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

The current SPIN drawdown is -0.81%. The current BCFN drawdown is -11.72%.

Rank	SPIN	BCFN
#1	-16.84% Feb 19, 2025 - Jul 17, 2025	-20.95% Jan 6, 2026 - Mar 27, 2026
#2	-9.81% Jan 27, 2026 - May 28, 2026	-2.69% Dec 26, 2025 - Jan 5, 2026
#3	-4.36% Nov 12, 2025 - Nov 28, 2025	-0.42% Dec 15, 2025 - Dec 19, 2025
#4	-3.76% Jun 1, 2026 - Jul 9, 2026	N/A
#5	-3.57% Dec 6, 2024 - Feb 19, 2025	N/A
#6	-2.55% Jan 12, 2026 - Jan 26, 2026	N/A
#7	-2.46% Dec 11, 2025 - Dec 23, 2025	N/A
#8	-2.42% Oct 8, 2025 - Oct 21, 2025	N/A
#9	-1.93% Nov 3, 2025 - Nov 11, 2025	N/A
#10	-1.90% Oct 22, 2024 - Nov 6, 2024	N/A
#11	-1.64% Jul 15, 2026 - Jul 20, 2026	N/A
#12	-1.45% Sep 5, 2024 - Sep 10, 2024	N/A
#13	-1.43% Jul 29, 2025 - Aug 4, 2025	N/A
#14	-1.38% Aug 14, 2025 - Aug 22, 2025	N/A
#15	-1.32% Nov 13, 2024 - Nov 26, 2024	N/A