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BCTK vs IGM

Baron Technology ETF vs iShares Expanded Tech Sector ETF

BCTK

Baron Technology ETF

Baron Capital Group, Inc.

Annual cost

0.75%

Fund size

$165M

IGM

iShares Expanded Tech Sector ETF

iShares

Annual cost

0.39%

Fund size

$9.5B

Key differences

  • IGM costs 0.36% less per year.
  • IGM is significantly larger than BCTK — larger funds tend to be more liquid and less likely to close.
  • IGM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BCTKIGM
Annual cost (TER)0.75%0.39%
Fund size (AUM)$165M$9.5B
Since20212001
Dividend yield0.00%0.15%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+55.0%
CAGR 3YN/A+39.3%
CAGR 5YN/A+21.2%
Sharpe 3YN/A1.38
Volatility 1Y20.24%
Max drawdown-13.96%-40.68%

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

Similar to BCTK and IGM