BCTK vs WAMA
Comparison between BARON TECHNOLOGY ETF (BCTK, ETF) and WISDOMTREE U.S. ADAPTIVE MOVING AVERAGE FUND (WAMA, ETF).
BCTK vs WAMA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BCTK vs WAMA - Holdings Comparison
BCTK and WAMA have 21 common holdings. Overlap is 20.36%
BCTK's top 25 holdings weight is 87.01%. WAMA's top 25 holdings weight is 51.70%.
| Rank | BCTK | WAMA |
|---|---|---|
| #1 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 8.42% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | BROADCOM INC (AVGO) - 8.25% | APPLE INC (AAPL) - 6.91% |
| #3 | NVIDIA CORP (NVDA) - 6.74% | ALPHABET INC CLASS A (GOOGL) - 6.73% |
| #4 | LAM RESEARCH CORP (LRCX) - 6.38% | MICROSOFT CORP (MSFT) - 4.60% |
| #5 | MICRON TECHNOLOGY INC (MU) - 5.23% | AMAZON.COM INC (AMZN) - 3.82% |
| #6 | ALPHABET INC CLASS C (GOOG) - 5.18% | BROADCOM INC (AVGO) - 2.57% |
| #7 | SPOTIFY TECHNOLOGY SA (SPOT) - 4.63% | META PLATFORMS INC CLASS A (META) - 2.20% |
| #8 | AMAZON.COM INC (AMZN) - 4.61% | TESLA INC (TSLA) - 1.75% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 3.72% | ELI LILLY AND CO (LLY) - 1.74% |
| #10 | COHERENT CORP (COHR) - 3.51% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.62% |
| #11 | TESLA INC (TSLA) - 3.36% | MICRON TECHNOLOGY INC (MU) - 1.51% |
| #12 | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 2.89% | WALMART INC (WMT) - 1.47% |
| #13 | RUBRIK INC CLASS A SHARES (RBRK) - 2.84% | JPMORGAN CHASE & CO (JPM) - 1.32% |
| #14 | AXON ENTERPRISE INC (AXON) - 2.71% | ADVANCED MICRO DEVICES INC (AMD) - 1.18% |
| #15 | DATADOG INC CLASS A (DDOG) - 2.03% | EXXON MOBIL CORP (XOM) - 1.03% |
| #16 | FORGENT POWER SOLUTIONS INC ORDINARY SHARES CLASS A (FPS) - 1.98% | VISA INC CLASS A (V) - 1.00% |
| #17 | ASML HOLDING NV ADR (ASML) - 1.96% | JOHNSON & JOHNSON (JNJ) - 0.85% |
| #18 | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 1.92% | ORACLE CORP (ORCL) - 0.77% |
| #19 | HINGE HEALTH INC ORDINARY SHARES CLASS A (HNGE) - 1.73% | INTEL CORP (INTC) - 0.76% |
| #20 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.55% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | QUANTA SERVICES INC (PWR) - 1.50% | NEXTERA ENERGY INC (NEE) - 0.27% |
| #22 | ARISTA NETWORKS INC (ANET) - 1.50% | AMPHENOL CORP CLASS A (APH) - 0.27% |
| #23 | META PLATFORMS INC CLASS A (META) - 1.49% | AMGEN INC (AMGN) - 0.27% |
| #24 | CLOUDFLARE INC (NET) - 1.44% | PALO ALTO NETWORKS INC (PANW) - 0.26% |
| #25 | GDS HOLDINGS LTD ADR (GDS) - 1.44% | AT&T INC (T) - 0.26% |
| Total Holdings | 40 | 465 |
BCTK vs WAMA - Historical Returns
Returns include dividend reinvestment.
BCTK vs WAMA - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | BCTK | WAMA |
|---|---|---|
| 2026 | +20.82% | +0.95% |
| 2025 | +1.80% | N/A |
BCTK vs WAMA Drawdown Comparison
The maximum drawdown for BCTK was -13.96%, occurring on Mar 30, 2026. Recovery took 66 trading sessions.
The maximum drawdown for WAMA was -4.37%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The current BCTK drawdown is -5.27%. The current WAMA drawdown is -2.49%.
| Rank | BCTK | WAMA |
|---|---|---|
| #1 | -13.96% Jan 7, 2026 - Apr 14, 2026 | -4.37% Jun 2, 2026 - Jun 10, 2026 |
| #2 | -10.17% Jun 2, 2026 - Jun 10, 2026 | -1.91% May 14, 2026 - May 26, 2026 |
| #3 | -4.65% May 14, 2026 - May 26, 2026 | -0.39% May 6, 2026 - May 8, 2026 |
| #4 | -2.86% Apr 24, 2026 - May 1, 2026 | -0.06% May 11, 2026 - May 13, 2026 |
| #5 | -2.41% Dec 15, 2025 - Dec 19, 2025 | N/A |
| #6 | -2.18% Dec 26, 2025 - Jan 6, 2026 | N/A |
| #7 | -1.73% Apr 22, 2026 - Apr 24, 2026 | N/A |
| #8 | -1.36% May 11, 2026 - May 14, 2026 | N/A |
| #9 | -0.89% May 26, 2026 - May 28, 2026 | N/A |
| #10 | -0.60% Apr 17, 2026 - Apr 22, 2026 | N/A |
| #11 | -0.52% May 6, 2026 - May 8, 2026 | N/A |
Correlation
Correlation between BCTK and WAMA is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
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