BCTK vs CGGR

BCTK vs CGGR

Which is better, BCTK or CGGR?

BCTK has been ahead.

CGGR has a lower expense ratio. BCTK led over 1Y. CGGR is less concentrated, with 40.8% of the fund in its ten largest positions against 57.9%.

Lower Fees: CGGRHigher Returns (1Y): BCTKLess Concentrated: CGGR

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBCTKCGGR
Expense Ratio0.75%0.39%Best
AUM-$26.6B
Dividend Yield0.16%0.15%
Holdings4097
YTD Return+17.64%Best+6.35%
1Y Return-+8.20%
3Y Return (annualized)-+24.14%
Top 10 Weight57.9%40.8%Best
Fund FamilyBaron FundsCapital Group (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionDec 12, 2025Feb 22, 2022

Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

BCTK vs CGGR growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare BCTK against instead:BCTK vs SPYBCTK vs QQQBCTK vs VOOBCTK vs VTICGGR against:CGGR vs VXUS

BCTK vs CGGR Performance

Baron Technology ETF (BCTK) is an ETF from Baron Funds and Capital Group Growth ETF (CGGR) is an ETF from Capital Group (US). Year to date, BCTK is up 17.64% versus a gain of 6.35% for CGGR.

Past performance does not guarantee future results.

Fees and Cost Over Time

BCTK charges 0.75% per year while CGGR charges 0.39%. On a $10,000 position that is $75 vs $39 annually, a gap of $36 per year that compounds over a long holding period. On income, BCTK currently yields 0.16% against 0.15% for CGGR.

Holdings Overlap

BCTK already in CGGR60.0%
CGGR already in BCTK40.9%

60.0% of BCTK's money is in holdings CGGR also owns. 40.9% of CGGR's money is in holdings BCTK also owns.

The two portfolios partly overlap.

19 positions in common, counted across the 39 positions we hold weights for in BCTK and 96 in CGGR, against full books of 40 and 97.

What only one of them owns

Our book lists 68 positions for CGGR that do not appear in our book for BCTK (54.4% of the fund), and 17 for BCTK that do not appear in CGGR (35.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in BCTKWeight in CGGRDifference
NVDANvidia Corp7.12%5.07%2.05%
GOOGAlphabet Inc. C6.29%3.24%3.05%
AVGOBroadcom Inc5.02%4.43%0.59%
2330:TWTaiwan Semiconductor Manufacturing Co Ltd7.78%1.57%6.21%
MUMicron Technology, Inc.4.78%3.88%0.90%
METAMeta Platforms Inc1.13%6.58%5.45%
TSLATesla Inc3.30%4.17%0.87%
AMZNAmazon.Com Inc4.58%2.38%2.20%
SPCXSpace Exploration Technologies6.67%0.18%6.49%
SHOP:CAShopify Inc3.11%1.52%1.59%

60.0% of BCTK is already inside CGGR.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BCTKCGGR

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Frequently Asked Questions

Which is cheaper, BCTK or CGGR?

BCTK has an expense ratio of 0.75% while CGGR charges 0.39%. CGGR is the cheaper option, by $36 a year on a $10,000 investment.

What is the holdings overlap between BCTK and CGGR?

60.0% of BCTK's money is in holdings CGGR also owns. 40.9% of CGGR's is in holdings BCTK also owns. They hold 19 positions in common, counted across the 39 positions we hold weights for in BCTK and 96 in CGGR.

Which pays a higher dividend, BCTK or CGGR?

BCTK yields 0.16% while CGGR yields 0.15%, so BCTK currently pays the higher dividend yield.

Is CGGR better than BCTK?

CGGR has a lower expense ratio. BCTK led over 1Y. CGGR is less concentrated, with 40.8% of the fund in its ten largest positions against 57.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.