BCTK vs PCLG
Baron Technology ETF vs Polen Focus Growth ETF
Which is better, BCTK or PCLG?
BCTK has been ahead.
PCLG has a lower expense ratio. BCTK led over 1Y. BCTK is less concentrated, with 57.9% of the fund in its ten largest positions against 62.6%.
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
| Metric | BCTK | PCLG |
|---|---|---|
| Expense Ratio | 0.75% | 0.49%Best |
| AUM | - | $92M |
| Dividend Yield | 0.16% | 0.04% |
| Holdings | 40 | 27 |
| YTD Return | +17.64%Best | -5.60% |
| 1Y Return | - | -8.10% |
| Top 10 Weight | 57.9%Best | 62.6% |
| Fund Family | Baron Funds | Polen Capital |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Dec 12, 2025 | Sep 30, 2025 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
BCTK vs PCLG 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.
BCTK vs PCLG Performance
Baron Technology ETF (BCTK) is an ETF from Baron Funds and Polen Focus Growth ETF (PCLG) is an ETF from Polen Capital. Year to date, BCTK is up 17.64% versus a loss of 5.60% for PCLG.
Past performance does not guarantee future results.
Fees and Cost Over Time
BCTK charges 0.75% per year while PCLG charges 0.49%. On a $10,000 position that is $75 vs $49 annually, a gap of $26 per year that compounds over a long holding period. On income, BCTK currently yields 0.16% against 0.04% for PCLG.
Holdings Overlap
44.0% of BCTK's money is in holdings PCLG also owns. 42.5% of PCLG's money is in holdings BCTK also owns.
The two portfolios partly overlap.
10 positions in common, counted across the 39 positions we hold weights for in BCTK and 29 in PCLG, against full books of 40 and 27.
What only one of them owns
Our book lists 16 positions for PCLG that do not appear in our book for BCTK (54.8% of the fund), and 24 for BCTK that do not appear in PCLG (50.3%).
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
| Stock | Weight in BCTK | Weight in PCLG | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.12% | 7.82% | 0.70% |
| GOOGAlphabet Inc. C | 6.29% | 6.16% | 0.13% |
| AVGOBroadcom Inc | 5.02% | 6.13% | 1.11% |
| AMZNAmazon.Com Inc | 4.58% | 5.98% | 1.40% |
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 7.78% | 1.96% | 5.82% |
| LRCXLrcx Uw Equity | 6.61% | 2.56% | 4.05% |
| SHOP:CAShopify Inc | 3.11% | 4.49% | 1.38% |
| METAMeta Platforms Inc | 1.13% | 4.38% | 3.25% |
| PWRQuanta Services Inc | 1.49% | 1.35% | 0.14% |
| STXSeagate Technolo | 0.86% | 1.70% | 0.84% |
44.0% of BCTK is already inside PCLG.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BCTK or PCLG?
BCTK has an expense ratio of 0.75% while PCLG charges 0.49%. PCLG is the cheaper option, by $26 a year on a $10,000 investment.
What is the holdings overlap between BCTK and PCLG?
44.0% of BCTK's money is in holdings PCLG also owns. 42.5% of PCLG's is in holdings BCTK also owns. They hold 10 positions in common, counted across the 39 positions we hold weights for in BCTK and 29 in PCLG.
Which pays a higher dividend, BCTK or PCLG?
BCTK yields 0.16% while PCLG yields 0.04%, so BCTK currently pays the higher dividend yield.
Is PCLG better than BCTK?
PCLG has a lower expense ratio. BCTK led over 1Y. BCTK is less concentrated, with 57.9% of the fund in its ten largest positions against 62.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.