BCTK - ETF AI Analysis
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Baron Technology ETF (BCTK)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Overall Year-to-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum for investors.
Leading Semiconductor and Tech Holdings
Several top positions in major chip and technology companies have shown strong performance, helping drive the fund’s returns.
Focused Technology Exposure
The fund’s heavy tilt toward technology and related sectors gives investors targeted exposure to innovative, growth-oriented businesses.
Negative Factors
High Expense Ratio
The ETF charges relatively high fees, which can eat into long-term returns compared with lower-cost alternatives.
Concentration in a Single Sector
With most assets in technology and communication services, the fund is more vulnerable if these sectors experience a downturn.
Underperforming Top Holdings
Some large positions, such as SpaceX and Spotify, have shown weak performance this year, which can drag on the fund’s results.
BCTK vs. SPDR S&P 500 ETF (SPY)
AUM269.92M
RegionGlobal
Expense Ratio0.75%
Beta1.71
IssuerBaron
Inception DateDec 15, 2025
Dividend Yield0.15%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume58,054
30 Day Avg. Volume51,174
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
40.62Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering38
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BCTK Summary
Baron Technology ETF (BCTK) is an actively managed fund that focuses on the broad technology theme, mainly in U.S. companies. It invests in a mix of well-known tech leaders and newer innovators, with top holdings that include Nvidia and Amazon. The ETF spreads its money across areas like semiconductors, online services, and digital media, giving investors a way to benefit from the long-term growth of technology across many industries. However, because it is heavily tilted toward tech-related stocks, its price can rise and fall sharply with changes in the technology sector and overall market.
How much will it cost me?The Baron Technology ETF (BCTK) has an expense ratio of 0.75%, meaning you’ll pay $7.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed, requiring more research and management to select and monitor investments. Active management often aims to outperform the market, but it comes with higher costs.
What would affect this ETF?The Baron Technology ETF (BCTK) could benefit from continued advancements in artificial intelligence, semiconductor innovation, and global digital transformation, as many of its top holdings are leaders in these areas. However, rising interest rates or regulatory changes targeting big tech companies could negatively impact growth prospects, while global economic uncertainty might affect consumer demand for technology products. Its balanced exposure to both established tech giants and emerging disruptors provides resilience but also exposes it to volatility in the tech sector.
BCTK Top 10 Holdings
This Baron Technology ETF is leaning hard into semiconductors and AI, with TSMC, Nvidia, Lam Research, and Micron acting as the main engines of performance. Micron and Lam are clearly rising, while TSMC and Nvidia remain solid drivers as AI demand stays hot. On the flip side, Alphabet and Amazon have been a bit mixed lately, losing some near-term steam, and names like Spotify and Shopify are more of a wild card than a steady anchor. Overall, it’s a tech-heavy, globally tilted fund with a strong chip-and-AI heartbeat.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.44% | $19.68M | $5.77T | 26.51% | 76 Outperform | |
| Lam Research | 7.34% | $19.43M | $417.84B | 134.24% | 77 Outperform | |
| TSMC | 6.92% | $18.32M | $2.10T | 64.03% | 81 Outperform | |
| SpaceX | 6.58% | $17.41M | $2.33T | ― | ― | |
| Alphabet Class C | 4.99% | $13.20M | $4.24T | 39.44% | 82 Outperform | |
| Micron | 4.95% | $13.09M | $1.18T | 453.58% | 79 Outperform | |
| Spotify | 4.45% | $11.78M | $100.50B | -27.66% | 66 Neutral | |
| Advanced Micro Devices | 4.38% | $11.58M | $1.06T | 175.69% | 73 Outperform | |
| Amazon | 4.21% | $11.15M | $2.76T | 13.80% | 71 Outperform | |
| Meta Platforms | 3.83% | $10.12M | $1.88T | 0.48% | 76 Outperform |
BCTK Technical Analysis
Positive
―
Price Trends
30.17
Positive
30.18
Positive
27.77
Positive
Market Momentum
0.59
Negative
65.10
Neutral
91.63
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BCTK, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.74, equal to the 50-day MA of 30.17, and equal to the 200-day MA of 27.77, indicating a bullish trend. The MACD of 0.59 indicates Negative momentum. The RSI at 65.10 is Neutral, neither overbought nor oversold. The STOCH value of 91.63 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BCTK.
BCTK Peer Comparison
Comparison Results
Performance Comparison
BCTK
Baron Technology ETF
32.19
7.56
30.69%
CCNR
CoreCommodity Natural Resources ETF
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ILDR
First Trust Innovation Leaders ETF
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TURF
T. Rowe Price Natural Resource ETF
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FDTX
Fidelity Disruptive Technology ETF
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LOUP
Innovator Loup Frontier Tech ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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