BCTK vs SPY
Comparison between BARON TECHNOLOGY ETF (BCTK, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
BCTK vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BCTK
$205M
Winner
SPY
$781B
Expense Ratio
BCTK
0.75%
Winner
SPY
0.09%
Max Drawdown
Winner
BCTK
13.96%
SPY
56.47%
Sharpe Ratio
BCTK
1.06
Winner
SPY
1.25
5Y Beta
BCTK
2.00
Winner
SPY
1.00
P/E Ratio
BCTK
78.90
Winner
SPY
28.78
Forward P/E
BCTK
27.84
Winner
SPY
21.23
5Y Dividends CAGR
BCTK
N/A
SPY
6.00%
5Y EPS CAGR
Winner
BCTK
35.94%
SPY
25.62%
Debt to Equity
BCTK
N/A
SPY
31.92%
P/S Ratio
Winner
BCTK
3.37
SPY
3.76
P/B Ratio
BCTK
11.15
Winner
SPY
5.64
BCTK vs SPY - Holdings Comparison
BCTK and SPY have 20 common holdings. Overlap is 23.89%
BCTK's top 25 holdings weight is 89.96%. SPY's top 25 holdings weight is 51.74%.
| Rank | BCTK | SPY |
|---|---|---|
| #1 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 8.71% | NVIDIA CORP (NVDA) - 7.89% |
| #2 | SPACE EXPLORATION TECHNOLOGIES CORP CLASS A (SPCX) - 7.97% | APPLE INC (AAPL) - 7.37% |
| #3 | LAM RESEARCH CORP (LRCX) - 7.23% | MICROSOFT CORP (MSFT) - 4.50% |
| #4 | BROADCOM INC (AVGO) - 7.06% | AMAZON.COM INC (AMZN) - 3.82% |
| #5 | ALPHABET INC CLASS C (GOOG) - 6.58% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #6 | NVIDIA CORP (NVDA) - 6.10% | BROADCOM INC (AVGO) - 2.86% |
| #7 | SPOTIFY TECHNOLOGY SA (SPOT) - 4.78% | ALPHABET INC CLASS C (GOOG) - 2.68% |
| #8 | AMAZON.COM INC (AMZN) - 4.37% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | MICRON TECHNOLOGY INC (MU) - 4.17% | TESLA INC (TSLA) - 1.70% |
| #10 | AXON ENTERPRISE INC (AXON) - 3.57% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 3.30% | JPMORGAN CHASE & CO (JPM) - 1.42% |
| #12 | TESLA INC (TSLA) - 3.24% | ELI LILLY AND CO (LLY) - 1.40% |
| #13 | COHERENT CORP (COHR) - 3.12% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #14 | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 2.82% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #15 | RUBRIK INC CLASS A SHARES (RBRK) - 2.31% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.92% |
| #16 | ASML HOLDING NV ADR (ASML) - 2.17% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #17 | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 1.84% | VISA INC CLASS A (V) - 0.90% |
| #18 | HINGE HEALTH INC ORDINARY SHARES CLASS A (HNGE) - 1.83% | WALMART INC (WMT) - 0.76% |
| #19 | QUANTA SERVICES INC (PWR) - 1.48% | INTEL CORP (INTC) - 0.75% |
| #20 | GDS HOLDINGS LTD ADR (GDS) - 1.36% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #21 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.30% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #22 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.23% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #23 | INDIE SEMICONDUCTOR INC ORDINARY SHARES CLASS A (INDI) - 1.21% | ABBVIE INC (ABBV) - 0.66% |
| #24 | ARISTA NETWORKS INC (ANET) - 1.14% | CATERPILLAR INC (CAT) - 0.65% |
| #25 | FORGENT POWER SOLUTIONS INC ORDINARY SHARES CLASS A (FPS) - 1.07% | LAM RESEARCH CORP (LRCX) - 0.64% |
| Total Holdings | 39 | 505 |
BCTK vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
BCTK
-5.93%
Winner
SPY
+0.52%
3M
Winner
BCTK
+11.00%
SPY
+6.55%
6M
Winner
BCTK
+18.98%
SPY
+9.76%
1Y
BCTK
N/A
SPY
+20.32%
5Y(CAGR)
BCTK
N/A
SPY
+13.01%
10Y(CAGR)
BCTK
N/A
SPY
+15.06%
Max(CAGR)
Winner
BCTK
+36.68%
SPY
+8.50%
BCTK vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BCTK | SPY |
|---|---|---|
| 2026 | +17.55% | +10.11% |
| 2025 | +1.80% | +18.00% |
| 2024 | N/A | +25.59% |
| 2023 | N/A | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
BCTK vs SPY Drawdown Comparison
The maximum drawdown for BCTK was -13.96%, occurring on Mar 30, 2026. Recovery took 66 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BCTK drawdown is -8.46%. The current SPY drawdown is -1.24%.
| Rank | BCTK | SPY |
|---|---|---|
| #1 | -13.96% Jan 7, 2026 - Apr 14, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -11.17% Jun 30, 2026 - Jul 17, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -10.17% Jun 2, 2026 - Jun 30, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -4.65% May 14, 2026 - May 26, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -2.86% Apr 24, 2026 - May 1, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -2.41% Dec 15, 2025 - Dec 19, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -2.18% Dec 26, 2025 - Jan 6, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -1.73% Apr 22, 2026 - Apr 24, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -1.36% May 11, 2026 - May 14, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -0.89% May 26, 2026 - May 28, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -0.60% Apr 17, 2026 - Apr 22, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -0.52% May 6, 2026 - May 8, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | N/A | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | N/A | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | N/A | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BCTK and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
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