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Baron Capital Group, Inc.TechnologyBCTK · Nasdaq

Baron Technology ETF (BCTK)

Price
$29.82
11 Sept 2026
Assets
$235.1M
Total net assets
Expense ratio
0.75%
Category 0.90%
Yield
0.00%
Trailing distributions
3Y CAGR
Category 26.7%
5Y CAGR
Category 11.2%
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Baron Technology ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-3.7%-2.4%+23.7%+18.7%+20.9%
Technology average-3.5%-1.4%29.6%27.5%32.2%26.7%11.2%19.6%15.1%
Difference-0.2%-1.0%-6.0%-8.8%+5.8%

Holdings

The 10 largest positions make up 59.2% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
TSMTaiwan Semiconductor Manufacturing Co Ltd ADR7.88%
AVGOBroadcom Inc6.83%
LRCXLam Research Corp6.69%
NVDANVIDIA Corp6.63%
GOOGAlphabet Inc Class C6.43%
SPCXSpace Exploration Technologies Corp Class A6.24%
SPOTSpotify Technology SA5.49%
AMZNAmazon.com Inc4.76%
MUMicron Technology Inc4.57%
SHOPShopify Inc Registered Shs -A- Subord Vtg3.70%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
35.4
P/B
10.5
P/S
10.4
P/CF
30.8

Sector allocation

Share of the equity the fund holds.

63.2%Technology7 sectors
  1. Technology63.2%
  2. Communication services13.0%
  3. Industrials12.9%
  4. Consumer discretionary7.7%
  5. Health care2.0%
  6. Real estate0.7%
  7. Utilities0.5%

Asset mix

  • Stocks99.3%
  • Other0.4%
  • Cash0.2%

ETF details

Issuer
Baron Capital Group, Inc.
Category
Equity · Technology
Ticker
BCTK
Exchange
Nasdaq
Inception
31 Dec 2021 (4.7 years)
Structure
Exchange Traded Fund
Expense ratio
0.75% (category 0.90%)
Holdings turnover
58% (category 58%)
Distribution yield
0.00%
Beta, 3 years
1.60
Total net assets
$235.1M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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