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THMZ vs BCTK

Lazard Equity Megatrends ETF vs Baron Technology ETF

THMZ

Lazard Equity Megatrends ETF

Annual cost

0.50%

Fund size

$51M

BCTK

Baron Technology ETF

Annual cost

0.75%

Fund size

$165M

Key differences

  • THMZ costs 0.25% less per year.
  • BCTK is significantly larger than THMZ — larger funds tend to be more liquid and less likely to close.
  • THMZ follows a active selection strategy; BCTK uses index tracking.

Side-by-side comparison

THMZBCTK
Annual cost (TER)0.50%0.75%
Fund size (AUM)$51M$165M
Since20252021
Dividend yield0.42%0.00%
Asset classequityequity
Regionglobal
Strategyactive selectionindex tracking
CAGR 1Y+15.8%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.66%
Max drawdown-15.99%-13.96%

Similar to THMZ and BCTK