BCFN vs. BPH

Last updated Jul 17, 2026

BCFN (Baron Financials ETF) and BPH (BP p.l.c. ADRhedged ETF) are both exchange-traded funds - BCFN is a Financials Equities fund tracking the Actively Managed, while BPH is a Energy Equities fund actively managed by Precidian. BCFN is passively managed, while BPH is actively managed. At a correlation of -0.10, they often move in opposite directions. BCFN charges 0.80%/yr vs 0.19%/yr for BPH.

Performance

BCFN vs. BPH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Baron Financials ETF (BCFN) and BP p.l.c. ADRhedged ETF (BPH). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BCFN

• 1D: 0.36%
• 1M: 5.79%
• 6M: -7.09%
• YTD: -7.92%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BPH

• 1D: -0.20%
• 1M: -0.63%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BCFN vs. BPH - Yearly Performance Comparison

	2026 (YTD)
BCFN Baron Financials ETF	8.44%
BPH BP p.l.c. ADRhedged ETF	-3.53%

Correlation

The correlation between BCFN and BPH is -0.10, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 26, 2026	-0.10

Return for Risk

BCFN vs. BPH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Baron Financials ETF (BCFN) and BP p.l.c. ADRhedged ETF (BPH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

BCFN vs. BPH - Drawdown Comparison

The maximum BCFN drawdown since its inception was -20.95%, which is greater than BPH's maximum drawdown of -15.58%. Use the drawdown chart below to compare losses from any high point for BCFN and BPH.

Drawdown Indicators

	BCFN	BPH	Difference
Max Drawdown Largest peak-to-trough decline	-20.95%	-15.58%	-5.37%
Current Drawdown Current decline from peak	-10.21%	-6.78%	-3.43%
Average Drawdown Average peak-to-trough decline	-12.71%	-6.73%	-5.98%

Volatility

Volatility by Period

	BCFN	BPH	Difference
Volatility (1Y) Calculated over the trailing 1-year period	19.08%	28.00%	-8.92%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.08%	28.00%	-8.92%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.08%	28.00%	-8.92%

BCFN vs. BPH - Expense Ratio Comparison

BCFN has a 0.80% expense ratio, which is higher than BPH's 0.19% expense ratio.

Dividends

BCFN vs. BPH - Dividend Comparison

BCFN has not paid dividends to shareholders, while BPH's dividend yield for the trailing twelve months is around 0.52%.

Position	TTM
BCFN Baron Financials ETF	0.00%
BPH BP p.l.c. ADRhedged ETF	0.52%

Frequently Asked Questions

Can I hold both BCFN and BPH in my portfolio?

BCFN and BPH have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BCFN or BPH?

On fees, BPH is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BCFN or BPH?

BPH is cheaper with a 0.19% expense ratio, compared with 0.80% for BCFN.

Which ETF pays a higher dividend yield, BCFN or BPH?

BPH has the higher dividend yield at 0.52%, compared with 0.00% for BCFN.

What is the main difference between BCFN and BPH?

BCFN is categorized as Financials Equities, while BPH is Energy Equities. They also come from different issuers: Baron Capital and Precidian. Their fees differ too: 0.80% for BCFN and 0.19% for BPH.