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$
B

Baron Financials ETF

BCFN

NASDAQ
$22.270.05% (+0.01)
High
Low
Returns
1D
1W
1M
1Y
5Y
Max
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1D
1W
1M
1Y
5Y
Max

US ETF

Financial

Sectoral & Thematic ETF

Invests in financial segment

Key Metrics

Key Metrics

Expense Ratio
Expense Ratio

The operating and administrative costs of running the fund measured as the percentage of fund assets

AUM
AUM

Current market value of the ETF scheme managed by the Asset Management Company

$46.72M
Beta
Beta

Sensitivity of the stock's price relative to the country's key indices over the last 5 years

0.83
Volatility (3Y)
Volatility (3Y)

The annualized standard deviation of the ETF's returns calculated over the last 3 years

16.37%
PE
PE

Ratio of price to the prospective earnings of the ETF's underlyings

19.08
PE Category
PE Category

Ratio of price to the prospective earnings of the holdings of ETFs from the same category

12.67

ETF Profile

Peers

Peers

Exp. Ratio
0.09%
0.09%
PE
15.95
15.95
1Y Return
3.53%
3.53%
Exp. Ratio
0.1%
0.1%
PE
14.94
14.94
1Y Return
3.04%
3.04%
Exp. Ratio
0.35%
0.35%
PE
12.96
12.96
1Y Return
16.2%
16.2%
Exp. Ratio
0.4%
0.4%
PE
14.76
14.76
1Y Return
3.95%
3.95%
Exp. Ratio
0.35%
0.35%
PE
11.55
11.55
1Y Return
10.62%
10.62%

Peers & Comparison

Peers & Comparison

Comparing 2 ETFs from
ETFFinancial
ETFTotal AUMTotal AUMExp. RatioExp. Ratio1Y Return1Y Return
Baron Financials ETF $46.72M--6.64%
Financial Select Sector SPDR® Fund$52.85B0.09%3.53%
Vanguard Financials Index Fund ETF Shares$13.08B0.1%3.04%

Price Comparison

Price Comparison

1 Month

1 Year

5 Years

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Top Holdings

Top Holdings

  • Name
    Holdings
    Sector
  • Visa Inc. Class A
    Sector: Financial Services
    Holdings6.13 %
    Visa Inc. Class A
    V

    Holdings

    6.13 %

    Financial Services
  • Mastercard Inc
    Sector: Financial Services
    Holdings5.86 %
    Mastercard Inc
    MA

    Holdings

    5.86 %

    Financial Services
  • JPMorgan Chase & Co
    Sector: Financial Services
    Holdings5.11 %
    JPMorgan Chase & Co
    JPM

    Holdings

    5.11 %

    Financial Services
  • Bank of America Corp
    Sector: Financial Services
    Holdings4.84 %
    Bank of America Corp
    BAC

    Holdings

    4.84 %

    Financial Services
  • Charles Schwab Corp
    Sector: Financial Services
    Holdings4.44 %
    Charles Schwab Corp
    SCHW

    Holdings

    4.44 %

    Financial Services
  • Interactive Brokers Group Inc
    Sector: Financial Services
    Holdings4.12 %
    Interactive Brokers Group Inc
    IBKR

    Holdings

    4.12 %

    Financial Services
  • Morgan Stanley
    Sector: Financial Services
    Holdings3.99 %
    Morgan Stanley
    MS

    Holdings

    3.99 %

    Financial Services
  • S&P Global Inc
    Sector: Financial Services
    Holdings3.76 %
    S&P Global Inc
    SPGI

    Holdings

    3.76 %

    Financial Services
  • LPL Financial Holdings Inc
    Sector: Financial Services
    Holdings3.62 %
    LPL Financial Holdings Inc
    LPLA

    Holdings

    3.62 %

    Financial Services
  • Moodys Corporation
    Sector: Financial Services
    Holdings3.58 %
    Moodys Corporation
    MCO

    Holdings

    3.58 %

    Financial Services

Frequently asked questions

Frequently asked questions

  1. Baron Financials ETF (BCFN) is currently trading at $22.27. You can also track daily change, historical performance, trading volume and other key ETF details on this page.

  2. Indian investors can buy Baron Financials ETF (BCFN) by opening a US investing account through a platform that provides access to US stocks and ETFs, completing the required verification, transferring funds under the Liberalised Remittance Scheme (LRS), and placing an order in USD.

  3. Yes, Indian residents and NRIs can invest in Baron Financials ETF (BCFN) through platforms that offer access to US-listed stocks and ETFs, subject to applicable regulations, including RBI’s Liberalised Remittance Scheme (LRS) guidelines.

  4. The expense ratio of Baron Financials ETF (BCFN) is N/A. It represents the annual operating cost charged by the ETF provider for managing the fund and tracking its underlying index.

  5. Baron Financials ETF (BCFN)’s top holdings currently include Visa Inc. Class A, Mastercard Inc, and JPMorgan Chase & Co. The ETF’s complete holdings list, allocation and sector exposure are available in the Holdings section on this page.

  6. Many platforms offering US ETF investing allow fractional investing, enabling Indian investors to buy a portion of Baron Financials ETF (BCFN) instead of a full share. This allows investment based on a fixed dollar amount.

  7. Gains from Baron Financials ETF (BCFN) are generally taxed in India based on the applicable holding period and tax rules. Dividends may be subject to US withholding tax and Indian taxation rules. The final tax treatment depends on individual circumstances.

  8. Remittances under the Liberalised Remittance Scheme (LRS) for overseas investments, including US ETFs like Baron Financials ETF (BCFN), may attract TCS above specified thresholds. Applicable rates and limits are determined by government regulations and may change over time.

  9. Baron Financials ETF (BCFN)’s current assets under management (AUM) are $46.72M. AUM represents the total market value of assets managed by the ETF and indicates the size of the fund.

  10. Baron Financials ETF (BCFN)’s price-to-earnings (P/E) ratio is 19.08. It represents the weighted valuation of the companies held within the ETF relative to their earnings.

  11. You can compare Baron Financials ETF (BCFN) with Financial Select Sector SPDR® Fund (XLF), Vanguard Financials Index Fund ETF Shares (VFH), and Invesco KBW Bank ETF (KBWB) based on metrics such as expense ratio, AUM, P/E ratio, holdings, liquidity and historical returns in the Peers & Comparison section.

  12. Baron Financials ETF (BCFN)’s NAV represents the per-unit value of the ETF’s underlying holdings after adjusting for expenses and liabilities. It is calculated once daily after markets close and may differ from the ETF’s live market price.

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