BTEC vs BUYZ
Principal Healthcare Innovators ETF vs Franklin Disruptive Commerce ETF
Which is better, BTEC or BUYZ?
Each has led over a different period.
BTEC has a lower expense ratio. BTEC led over 1Y, BUYZ over the full window.
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 | BTEC | BUYZ |
|---|---|---|
| Expense Ratio | 0.42%Best | 0.50% |
| AUM | $16M | $5M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 268 | 60 |
| Volatility (annualized) | 28.9%Best | 31.3% |
| Max Drawdown | -62.9%Best | -68.0% |
| $10,000 over 4.7 years | $10,880 | $15,598Best |
| Fund Family | Principal Funds | Franklin Templeton Investments (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Mid Cap Growth |
| Inception | Aug 19, 2016 | Feb 25, 2020 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 691 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BTEC has data through Nov 22, 2024 and BUYZ through Oct 14, 2026.
Volatility and max drawdown, and the $10,000 over 4.7 years row, are measured over the window both funds cover: Feb 27, 2020 to Nov 22, 2024 (4.7 years).
Risk: Volatility and Drawdowns
BUYZ has been the more volatile fund, with annualized monthly volatility of 31.3% compared with 28.9% for BTEC. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -62.9% for BTEC and -68.0% for BUYZ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BTEC charges 0.42% per year while BUYZ charges 0.50%. On a $10,000 position that is $42 vs $50 annually, a gap of $8 per year that compounds over a long holding period. On income, BTEC currently yields 0.00% against 0.00% for BUYZ.
You are not choosing between two funds in isolation.
Whichever of BTEC and BUYZ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BTEC or BUYZ?
BTEC has an expense ratio of 0.42% while BUYZ charges 0.50%. BTEC is the cheaper option, by $8 a year on a $10,000 investment.
Which is riskier, BTEC or BUYZ?
BUYZ has been the more volatile fund at 31.3% annualized versus 28.9% for BTEC. Worst drawdown: BTEC -62.9% vs BUYZ -68.0%.
Should I hold both BTEC and BUYZ?
BTEC and BUYZ have a monthly-return correlation of 0.76, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BTEC or BUYZ?
BTEC yields 0.00% while BUYZ yields 0.00%, so BUYZ currently pays the higher dividend yield.
Is BUYZ better than BTEC?
BTEC has a lower expense ratio. BTEC led over 1Y, BUYZ over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.