BCTK vs. SOXX
BCTK (Baron Technology ETF) and SOXX (iShares Semiconductor ETF) are both exchange-traded funds - BCTK is a Technology Equities fund actively managed by Baron Capital, while SOXX is a Semiconductors fund tracking the NYSE Semiconductor Index. BCTK is actively managed, while SOXX is passively managed. Their correlation of 0.83 suggests significant overlap in exposure. BCTK charges 0.75%/yr vs 0.34%/yr for SOXX.
Performance
BCTK vs. SOXX - Performance Comparison
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Returns By Period
In the year-to-date period, BCTK achieves a 14.87% return, which is significantly lower than SOXX's 73.46% return.
BCTK
- 1D
- -1.39%
- 1M
- -7.49%
- 6M
- 13.10%
- YTD
- 14.87%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SOXX
- 1D
- -1.64%
- 1M
- -12.99%
- 6M
- 52.53%
- YTD
- 73.46%
- 1Y
- 112.65%
- 3Y*
- 44.30%
- 5Y*
- 30.72%
- 10Y*
- 33.06%
BCTK vs. SOXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BCTK Baron Technology ETF | 14.87% | 0.84% |
SOXX iShares Semiconductor ETF | 73.46% | 0.71% |
Correlation
The correlation between BCTK and SOXX is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 15, 2025 | 0.83 |
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Return for Risk
BCTK vs. SOXX — Risk / Return Rank
BCTK
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SOXX
BCTK vs. SOXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Technology ETF (BCTK) and iShares Semiconductor ETF (SOXX). 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.
| BCTK | SOXX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.40 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 5.57 | — |
| Martin ratioReturn relative to average drawdown | — | 20.65 | — |
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Drawdowns
BCTK vs. SOXX - Drawdown Comparison
The maximum BCTK drawdown since its inception was -13.96%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for BCTK and SOXX.
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Drawdown Indicators
| BCTK | SOXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.96% | -70.21% | +56.25% |
Max Drawdown (1Y)Largest decline over 1 year | — | -20.34% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -41.36% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -45.75% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.75% | — |
Current DrawdownCurrent decline from peak | -11.17% | -20.34% | +9.17% |
Average DrawdownAverage peak-to-trough decline | -3.47% | -19.92% | +16.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.48% | — |
Volatility
BCTK vs. SOXX - Volatility Comparison
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Volatility by Period
| BCTK | SOXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 19.91% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 36.90% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 31.05% | 42.46% | -11.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.05% | 37.82% | -6.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.05% | 34.30% | -3.25% |
BCTK vs. SOXX - Expense Ratio Comparison
BCTK has a 0.75% expense ratio, which is higher than SOXX's 0.34% expense ratio.
Dividends
BCTK vs. SOXX - Dividend Comparison
BCTK has not paid dividends to shareholders, while SOXX's dividend yield for the trailing twelve months is around 0.28%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCTK Baron Technology ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SOXX iShares Semiconductor ETF | 0.28% | 0.57% | 0.67% | 0.78% | 1.26% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% |
Frequently Asked Questions
BCTK and SOXX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SOXX is cheaper at 0.34% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SOXX is cheaper with a 0.34% expense ratio, compared with 0.75% for BCTK.
SOXX has the higher dividend yield at 0.28%, compared with 0.00% for BCTK.
BCTK is categorized as Technology Equities, while SOXX is Semiconductors. They also come from different issuers: Baron Capital and iShares. Their fees differ too: 0.75% for BCTK and 0.34% for SOXX.
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