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BCTK vs CHAT

Baron Technology ETF vs Roundhill Generative AI & Technology ETF

BCTK

Baron Technology ETF

Baron Capital Group, Inc.

Annual cost

0.75%

Fund size

$165M

CHAT

Roundhill Generative AI & Technology ETF

Roundhill Investments

Annual cost

0.75%

Fund size

$1.4B

Key differences

  • CHAT is significantly larger than BCTK — larger funds tend to be more liquid and less likely to close.
  • BCTK follows a index tracking strategy; CHAT uses active selection.

Side-by-side comparison

BCTKCHAT
Annual cost (TER)0.75%0.75%
Fund size (AUM)$165M$1.4B
Since20212023
Dividend yield0.00%2.17%
Asset classequityequity
Region
Strategyindex trackingactive selection
CAGR 1YN/A+132.5%
CAGR 3YN/A+55.4%
CAGR 5YN/AN/A
Sharpe 3YN/A1.51
Volatility 1Y30.53%
Max drawdown-13.96%-31.34%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BCTK and CHAT