WAMA vs BCTK
Comparison between WISDOMTREE U.S. ADAPTIVE MOVING AVERAGE FUND (WAMA, ETF) and BARON TECHNOLOGY ETF (BCTK, ETF).
WAMA vs BCTK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WAMA vs BCTK - Holdings Comparison
WAMA and BCTK have 25 common holdings. Overlap is 23.44%
WAMA's top 25 holdings weight is 54.84%. BCTK's top 25 holdings weight is 87.01%.
| Rank | WAMA | BCTK |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.29% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 8.42% |
| #2 | APPLE INC (AAPL) - 7.13% | BROADCOM INC (AVGO) - 8.25% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.53% | NVIDIA CORP (NVDA) - 6.74% |
| #4 | MICROSOFT CORP (MSFT) - 4.88% | LAM RESEARCH CORP (LRCX) - 6.38% |
| #5 | AMAZON.COM INC (AMZN) - 3.94% | MICRON TECHNOLOGY INC (MU) - 5.23% |
| #6 | BROADCOM INC (AVGO) - 3.18% | ALPHABET INC CLASS C (GOOG) - 5.18% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.20% | SPOTIFY TECHNOLOGY SA (SPOT) - 4.63% |
| #8 | TESLA INC (TSLA) - 1.86% | AMAZON.COM INC (AMZN) - 4.61% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.72% | ADVANCED MICRO DEVICES INC (AMD) - 3.72% |
| #10 | ELI LILLY AND CO (LLY) - 1.56% | COHERENT CORP (COHR) - 3.51% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.51% | TESLA INC (TSLA) - 3.36% |
| #12 | WALMART INC (WMT) - 1.32% | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 2.89% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.29% | RUBRIK INC CLASS A SHARES (RBRK) - 2.84% |
| #14 | JPMORGAN CHASE & CO (JPM) - 1.22% | AXON ENTERPRISE INC (AXON) - 2.71% |
| #15 | EXXON MOBIL CORP (XOM) - 0.98% | DATADOG INC CLASS A (DDOG) - 2.03% |
| #16 | VISA INC CLASS A (V) - 0.94% | FORGENT POWER SOLUTIONS INC ORDINARY SHARES CLASS A (FPS) - 1.98% |
| #17 | ORACLE CORP (ORCL) - 0.90% | ASML HOLDING NV ADR (ASML) - 1.96% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.76% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 1.92% |
| #19 | CISCO SYSTEMS INC (CSCO) - 0.75% | HINGE HEALTH INC ORDINARY SHARES CLASS A (HNGE) - 1.73% |
| #20 | INTEL CORP (INTC) - 0.73% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.55% |
| #21 | MASTERCARD INC CLASS A (MA) - 0.66% | QUANTA SERVICES INC (PWR) - 1.50% |
| #22 | LAM RESEARCH CORP (LRCX) - 0.63% | ARISTA NETWORKS INC (ANET) - 1.50% |
| #23 | CATERPILLAR INC (CAT) - 0.63% | META PLATFORMS INC CLASS A (META) - 1.49% |
| #24 | COSTCO WHOLESALE CORP (COST) - 0.62% | CLOUDFLARE INC (NET) - 1.44% |
| #25 | NETFLIX INC (NFLX) - 0.61% | GDS HOLDINGS LTD ADR (GDS) - 1.44% |
| Total Holdings | 505 | 40 |
WAMA vs BCTK - Historical Returns
Returns include dividend reinvestment.
WAMA vs BCTK - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | WAMA | BCTK |
|---|---|---|
| 2026 | +0.95% | +20.82% |
| 2025 | N/A | +1.80% |
WAMA vs BCTK Drawdown Comparison
The maximum drawdown for WAMA was -4.37%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The maximum drawdown for BCTK was -13.96%, occurring on Mar 30, 2026. Recovery took 66 trading sessions.
The current WAMA drawdown is -2.49%. The current BCTK drawdown is -5.27%.
| Rank | WAMA | BCTK |
|---|---|---|
| #1 | -4.37% Jun 2, 2026 - Jun 10, 2026 | -13.96% Jan 7, 2026 - Apr 14, 2026 |
| #2 | -1.91% May 14, 2026 - May 26, 2026 | -10.17% Jun 2, 2026 - Jun 10, 2026 |
| #3 | -0.39% May 6, 2026 - May 8, 2026 | -4.65% May 14, 2026 - May 26, 2026 |
| #4 | -0.06% May 11, 2026 - May 13, 2026 | -2.86% Apr 24, 2026 - May 1, 2026 |
| #5 | N/A | -2.41% Dec 15, 2025 - Dec 19, 2025 |
| #6 | N/A | -2.18% Dec 26, 2025 - Jan 6, 2026 |
| #7 | N/A | -1.73% Apr 22, 2026 - Apr 24, 2026 |
| #8 | N/A | -1.36% May 11, 2026 - May 14, 2026 |
| #9 | N/A | -0.89% May 26, 2026 - May 28, 2026 |
| #10 | N/A | -0.60% Apr 17, 2026 - Apr 22, 2026 |
| #11 | N/A | -0.52% May 6, 2026 - May 8, 2026 |
Correlation
Correlation between WAMA and BCTK is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
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