BCTK vs. BCFN
BCTK (Baron Technology ETF) and BCFN (Baron Financials ETF) are both exchange-traded funds - BCTK is a Technology Equities fund actively managed by Baron Capital, while BCFN is a Financials Equities fund tracking the Actively Managed. BCTK is actively managed, while BCFN is passively managed. Their 0.27 correlation means their historical movements had little consistent relationship. BCTK charges 0.75%/yr vs 0.80%/yr for BCFN.
Performance
BCTK vs. BCFN - Performance Comparison
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Returns By Period
In the year-to-date period, BCTK achieves a 12.33% return, which is significantly higher than BCFN's -8.91% return.
BCTK
- 1D
- 1.16%
- 1M
- -7.64%
- 6M
- 13.55%
- YTD
- 12.33%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
BCFN
- 1D
- -0.22%
- 1M
- 1.82%
- 6M
- -4.65%
- YTD
- -8.91%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $34.29K | $30.00K | $73.20K | |
| $575.68K | $431.57K | $642.86K |
BCTK vs. BCFN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BCTK Baron Technology ETF | 12.33% | 0.84% |
BCFN Baron Financials ETF | -8.91% | -0.45% |
Correlation
The correlation between BCTK and BCFN is 0.27, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 15, 2025 | 0.27 |
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Return for Risk
BCTK vs. BCFN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Technology ETF (BCTK) and Baron Financials ETF (BCFN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
BCTK vs. BCFN - Drawdown Comparison
The maximum BCTK drawdown since its inception was -18.63%, smaller than the maximum BCFN drawdown of -20.95%. Use the drawdown chart below to compare losses from any high point for BCTK and BCFN.
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Drawdown Indicators
| BCTK | BCFN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.63% | -20.95% | +2.32% |
Current DrawdownCurrent decline from peak | -13.13% | -11.17% | -1.96% |
Average DrawdownAverage peak-to-trough decline | -4.08% | -12.62% | +8.54% |
Volatility
BCTK vs. BCFN - Volatility Comparison
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Volatility by Period
| BCTK | BCFN | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 31.80% | 18.88% | +12.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.80% | 18.88% | +12.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.80% | 18.88% | +12.92% |
BCTK vs. BCFN - Expense Ratio Comparison
BCTK has a 0.75% expense ratio, which is lower than BCFN's 0.80% expense ratio.
Dividends
BCTK vs. BCFN - Dividend Comparison
Neither BCTK nor BCFN has paid dividends to shareholders.
Frequently Asked Questions
BCTK and BCFN have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BCTK is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BCTK is cheaper with a 0.75% expense ratio, compared with 0.80% for BCFN.
BCTK and BCFN have nearly identical dividend yields, around 0.00%.
BCTK is categorized as Technology Equities, while BCFN is Financials Equities. Their fees differ too: 0.75% for BCTK and 0.80% for BCFN.
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