{
  "page": "compare",
  "query": {
    "a": "BFIIX",
    "b": "BCFN"
  },
  "retrieved_at": "2026-07-07T13:21:49+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Baron FinTech Fund",
    "ticker": "BFIIX",
    "slug": "BFIIX",
    "series_id": "S000067398",
    "html_url": "https://fundwatcher.app/funds/BFIIX/"
  },
  "fund_b": {
    "name": "Baron Financials ETF",
    "ticker": "BCFN",
    "slug": "BCFN",
    "series_id": "S000096484",
    "html_url": "https://fundwatcher.app/funds/BCFN/"
  },
  "overlap": {
    "coverage_a_by_b": "0.8102574592026742325815320941",
    "coverage_b_by_a": "0.8102574592026742325815320942",
    "shared_count": 38,
    "as_of": {
      "a": "2025-09-30",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "MASTERCARD INC CL A",
        "value": "3270657.50",
        "weight": "0.04685918",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "3243110.00",
        "weight": "0.04646450",
        "shared": true
      },
      {
        "name": "MERCADOLIBRE INC",
        "value": "3108130.20",
        "weight": "0.04453063",
        "shared": true
      },
      {
        "name": "S&P GLOBAL INC",
        "value": "3066273.00",
        "weight": "0.04393093",
        "shared": true
      },
      {
        "name": "ROBINHOOD MARKETS INC",
        "value": "3006780.00",
        "weight": "0.04307857",
        "shared": true
      },
      {
        "name": "GUIDEWIRE SOFTWARE INC",
        "value": "2919222.00",
        "weight": "0.04182411",
        "shared": true
      },
      {
        "name": "INTERACTIVE BROKERS GROUP INC",
        "value": "2890020.00",
        "weight": "0.04140573",
        "shared": true
      },
      {
        "name": "INTUIT INC",
        "value": "2731640.00",
        "weight": "0.03913660",
        "shared": true
      },
      {
        "name": "LPL FINL HLDGS INC",
        "value": "2661520.00",
        "weight": "0.03813198",
        "shared": true
      },
      {
        "name": "KKR & CO INC",
        "value": "2365090.00",
        "weight": "0.03388498",
        "shared": true
      },
      {
        "name": "NU HOLDINGS LTD/CAYMAN ISLANDS",
        "value": "2081300.00",
        "weight": "0.02981908",
        "shared": true
      },
      {
        "name": "APOLLO GLOBAL MANAGEMENT INC",
        "value": "2065685.00",
        "weight": "0.02959536",
        "shared": true
      },
      {
        "name": "HOULIHAN LOKEY I",
        "value": "2053200.00",
        "weight": "0.02941649",
        "shared": true
      },
      {
        "name": "TRADEWEB MARKETS INC A",
        "value": "1997640.00",
        "weight": "0.02862047",
        "shared": true
      },
      {
        "name": "FAIR ISAAC CORP",
        "value": "1945489.00",
        "weight": "0.02787330",
        "shared": true
      },
      {
        "name": "MOODYS CORP",
        "value": "1905920.00",
        "weight": "0.02730639",
        "shared": true
      },
      {
        "name": "CME GROUP INC CL A",
        "value": "1891330.00",
        "weight": "0.02709736",
        "shared": true
      },
      {
        "name": "MSCI INC",
        "value": "1872453.00",
        "weight": "0.02682690",
        "shared": true
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "1861665.00",
        "weight": "0.02667234",
        "shared": true
      },
      {
        "name": "SHOPIFY INC CL A",
        "value": "1783320.00",
        "weight": "0.02554988",
        "shared": true
      },
      {
        "name": "WISE PLC - A",
        "value": "1728596.69",
        "weight": "0.02476585",
        "shared": true
      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "1629870.00",
        "weight": "0.02335138",
        "shared": true
      },
      {
        "name": "VERISK ANALYTICS INC",
        "value": "1559362.00",
        "weight": "0.02234120",
        "shared": true
      },
      {
        "name": "BLACKROCK INC",
        "value": "1282457.00",
        "weight": "0.01837394",
        "shared": true
      },
      {
        "name": "ARCH CAPITAL GROUP LTD",
        "value": "1270220.00",
        "weight": "0.01819862",
        "shared": true
      },
      {
        "name": "MORNINGSTAR INC",
        "value": "1206452.00",
        "weight": "0.01728501",
        "shared": false
      },
      {
        "name": "BLOCK INC CL A",
        "value": "939510.00",
        "weight": "0.01346049",
        "shared": true
      },
      {
        "name": "EQUIFAX INC",
        "value": "897855.00",
        "weight": "0.01286370",
        "shared": true
      },
      {
        "name": "JACK HENRY",
        "value": "893580.00",
        "weight": "0.01280245",
        "shared": true
      },
      {
        "name": "FACTSET RESEARCH SYSTEMS INC",
        "value": "859470.00",
        "weight": "0.01231375",
        "shared": true
      },
      {
        "name": "CAPITAL ONE FINANCIAL CORP",
        "value": "850320.00",
        "weight": "0.01218266",
        "shared": true
      },
      {
        "name": "TRANSUNION",
        "value": "837800.00",
        "weight": "0.01200328",
        "shared": true
      },
      {
        "name": "PRIMERICA INC",
        "value": "777252.00",
        "weight": "0.01113580",
        "shared": true
      },
      {
        "name": "SERVICETITAN INC-A",
        "value": "776391.00",
        "weight": "0.01112346",
        "shared": true
      },
      {
        "name": "ALKAMI TECHNOLOGY INC",
        "value": "770040.00",
        "weight": "0.01103247",
        "shared": true
      },
      {
        "name": "COSTAR GROUP INC",
        "value": "717145.00",
        "weight": "0.01027464",
        "shared": false
      },
      {
        "name": "KINSALE CAPITAL GROUP INC",
        "value": "680416.00",
        "weight": "0.00974842",
        "shared": true
      },
      {
        "name": "INTAPP INC",
        "value": "674850.00",
        "weight": "0.00966867",
        "shared": false
      },
      {
        "name": "FISERV INC",
        "value": "644650.00",
        "weight": "0.00923599",
        "shared": false
      },
      {
        "name": "CLEARWATER ANALYTICS HOLDINGS INC",
        "value": "504560.00",
        "weight": "0.00722890",
        "shared": false
      },
      {
        "name": "ATEGRITY SPECIALTY HOLDINGS LLC",
        "value": "452812.08",
        "weight": "0.00648750",
        "shared": false
      },
      {
        "name": "TWFG INC (CLASS A)",
        "value": "411600.00",
        "weight": "0.00589705",
        "shared": true
      },
      {
        "name": "BRP GROUP INC-A",
        "value": "282100.00",
        "weight": "0.00404169",
        "shared": true
      },
      {
        "name": "Accelerant Holdings, Class A",
        "value": "270923.55",
        "weight": "0.00388156",
        "shared": true
      },
      {
        "name": "BILL HOLDINGS INC",
        "value": "158910.00",
        "weight": "0.00227673",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "MASTERCARD INC CL A",
        "value": "2563755.46",
        "weight": "0.05645647",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "2537607.04",
        "weight": "0.05588065",
        "shared": true
      },
      {
        "name": "S&P GLOBAL INC",
        "value": "2535026.40",
        "weight": "0.05582382",
        "shared": true
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "2040117.84",
        "weight": "0.04492544",
        "shared": true
      },
      {
        "name": "LPL FINL HLDGS INC",
        "value": "1857926.08",
        "weight": "0.04091340",
        "shared": true
      },
      {
        "name": "MERCADOLIBRE INC",
        "value": "1673691.36",
        "weight": "0.03685636",
        "shared": true
      },
      {
        "name": "INTERACTIVE BROKERS GROUP INC",
        "value": "1630605.84",
        "weight": "0.03590758",
        "shared": true
      },
      {
        "name": "KKR & CO INC",
        "value": "1624300.00",
        "weight": "0.03576871",
        "shared": true
      },
      {
        "name": "TRADEWEB MARKETS INC A",
        "value": "1610765.40",
        "weight": "0.03547067",
        "shared": true
      },
      {
        "name": "CME GROUP INC CL A",
        "value": "1594890.00",
        "weight": "0.03512108",
        "shared": true
      },
      {
        "name": "MSCI INC",
        "value": "1560972.96",
        "weight": "0.03437419",
        "shared": true
      },
      {
        "name": "MOODYS CORP",
        "value": "1549560.00",
        "weight": "0.03412287",
        "shared": true
      },
      {
        "name": "INTUIT INC",
        "value": "1535813.76",
        "weight": "0.03382016",
        "shared": true
      },
      {
        "name": "NU HOLDINGS LTD/CAYMAN ISLANDS",
        "value": "1511264.16",
        "weight": "0.03327955",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "1497587.00",
        "weight": "0.03297837",
        "shared": false
      },
      {
        "name": "APOLLO GLOBAL MANAGEMENT INC",
        "value": "1343725.20",
        "weight": "0.02959018",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "1223040.00",
        "weight": "0.02693257",
        "shared": false
      },
      {
        "name": "VERISK ANALYTICS INC",
        "value": "1152921.00",
        "weight": "0.02538848",
        "shared": true
      },
      {
        "name": "HOULIHAN LOKEY I",
        "value": "1108746.40",
        "weight": "0.02441571",
        "shared": true
      },
      {
        "name": "GUIDEWIRE SOFTWARE INC",
        "value": "1097172.16",
        "weight": "0.02416083",
        "shared": true
      },
      {
        "name": "CAPITAL ONE FINANCIAL CORP",
        "value": "1091661.12",
        "weight": "0.02403947",
        "shared": true
      },
      {
        "name": "BLACKROCK INC",
        "value": "1067498.10",
        "weight": "0.02350738",
        "shared": true
      },
      {
        "name": "FAIR ISAAC CORP",
        "value": "980001.72",
        "weight": "0.02158062",
        "shared": true
      },
      {
        "name": "ARCH CAPITAL GROUP LTD",
        "value": "972570.68",
        "weight": "0.02141698",
        "shared": true
      },
      {
        "name": "WISE PLC - A",
        "value": "831609.09",
        "weight": "0.01831287",
        "shared": true
      },
      {
        "name": "JACK HENRY",
        "value": "792728.64",
        "weight": "0.01745668",
        "shared": true
      },
      {
        "name": "SHOPIFY INC CL A",
        "value": "767234.16",
        "weight": "0.01689527",
        "shared": true
      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "684324.48",
        "weight": "0.01506951",
        "shared": true
      },
      {
        "name": "PRIMERICA INC",
        "value": "579109.76",
        "weight": "0.01275258",
        "shared": true
      },
      {
        "name": "TRANSUNION",
        "value": "537606.30",
        "weight": "0.01183863",
        "shared": true
      },
      {
        "name": "ROBINHOOD MARKETS INC",
        "value": "534996.00",
        "weight": "0.01178115",
        "shared": true
      },
      {
        "name": "EQUIFAX INC",
        "value": "486909.28",
        "weight": "0.01072223",
        "shared": true
      },
      {
        "name": "KINSALE CAPITAL GROUP INC",
        "value": "432883.22",
        "weight": "0.00953252",
        "shared": true
      },
      {
        "name": "BLOCK INC CL A",
        "value": "402784.74",
        "weight": "0.00886972",
        "shared": true
      },
      {
        "name": "SERVICETITAN INC-A",
        "value": "379744.64",
        "weight": "0.00836236",
        "shared": true
      },
      {
        "name": "ROCKET COS INC-A",
        "value": "357504.00",
        "weight": "0.00787260",
        "shared": false
      },
      {
        "name": "TWFG INC (CLASS A)",
        "value": "301596.00",
        "weight": "0.00664145",
        "shared": true
      },
      {
        "name": "ALKAMI TECHNOLOGY INC",
        "value": "225742.02",
        "weight": "0.00497107",
        "shared": true
      },
      {
        "name": "BRP GROUP INC-A",
        "value": "216438.10",
        "weight": "0.00476618",
        "shared": true
      },
      {
        "name": "NEPTUNE INSURANCE HOLDINGS INC",
        "value": "201647.84",
        "weight": "0.00444049",
        "shared": false
      },
      {
        "name": "FACTSET RESEARCH SYSTEMS INC",
        "value": "201149.73",
        "weight": "0.00442952",
        "shared": true
      },
      {
        "name": "Accelerant Holdings, Class A",
        "value": "115964.80",
        "weight": "0.00255366",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-25-032574",
      "as_of": "2025-09-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1217673/000141036825032574/0001410368-25-032574-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-049916",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/2081199/000141036826049916/0001410368-26-049916-index.htm"
    }
  ]
}