BCFN vs. BPH

Last updated Jun 4, 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 Oil & Gas fund actively managed by Precidian. BCFN is passively managed, while BPH is actively managed. At a correlation of -0.09, 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: -2.00%
• 1M: -4.60%
• YTD: -17.02%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BPH

• 1D: 1.20%
• 1M: —
• YTD: —
• 6M: —
• 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	-2.04%
BPH BP p.l.c. ADRhedged ETF	2.83%

Correlation

The correlation between BCFN and BPH is -0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 27, 2026	-0.09

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.

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

Sharpe Ratios by Period

	BCFN	BPH	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	-1.70	9.48	-11.18

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 -2.35%. 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%	-2.35%	-18.60%
Current Drawdown Current decline from peak	-19.09%	0.00%	-19.09%
Average Drawdown Average peak-to-trough decline	-12.17%	-1.08%	-11.09%

Volatility

Volatility by Period

	BCFN	BPH	Difference
Volatility (1Y) Calculated over the trailing 1-year period	19.41%	25.75%	-6.34%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.41%	25.75%	-6.34%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.41%	25.75%	-6.34%

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

Neither BCFN nor BPH has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both BCFN and BPH in my portfolio?

BCFN and BPH have a correlation of -0.09, 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?

BCFN and BPH have nearly identical dividend yields, around 0.00%.

What is the main difference between BCFN and BPH?

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