BCTK vs IVV

BCTK vs IVV

Which is better, BCTK or IVV?

Large Cap Growth against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 59.3%.

Lower Fees: IVVHigher Returns (1Y): IVVLess Concentrated: IVV

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

MetricBCTKIVV
Expense Ratio0.75%0.03%Best
AUM-$876.4B
Dividend Yield0.00%1.06%
Holdings40508
YTD Return+19.73%Best+12.39%
1Y Return-+16.61%
3Y Return (annualized)-+21.38%
5Y Return (annualized)-+13.51%
Top 10 Weight59.3%37.8%Best
Fund FamilyBaron FundsiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionDec 12, 2025May 15, 2000

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

BCTK vs IVV 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 IVV Performance

Baron Technology ETF (BCTK) is an ETF from Baron Funds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, BCTK is up 19.73% versus a gain of 12.39% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

BCTK charges 0.75% per year while IVV charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, BCTK currently yields 0.00% against 1.06% for IVV.

Holdings Overlap

BCTK already in IVV57.6%
IVV already in BCTK26.0%

57.6% of BCTK's money is in holdings IVV also owns. 26.0% of IVV's money is in holdings BCTK also owns.

The two portfolios partly overlap.

20 positions in common, counted across the 39 positions we hold weights for in BCTK and 490 in IVV, against full books of 40 and 508.

What only one of them owns

Our book lists 462 positions for IVV that do not appear in our book for BCTK (72.7% of the fund), and 12 for BCTK that do not appear in IVV (25.0%).

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 IVVDifference
NVDANvidia Corp6.76%8.07%1.31%
AVGOBroadcom Inc6.98%2.65%4.33%
GOOGAlphabet Inc6.34%2.39%3.95%
AMZNAmazon.Com Inc4.64%3.84%0.80%
LRCXLrcx Uw Equity6.55%0.57%5.98%
MUMicron Technology, Inc.4.66%1.63%3.03%
TSLATesla Inc3.05%1.56%1.49%
AMDAdvanced Micro Devices Inc2.55%1.16%1.39%
METAMeta Platforms Inc1.03%1.90%0.87%
COHRCoherent Corp2.78%0.08%2.70%

57.6% of BCTK is already inside IVV.

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

BCTKIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BCTK or IVV?

BCTK has an expense ratio of 0.75% while IVV charges 0.03%. IVV is the cheaper option, by $72 a year on a $10,000 investment.

What is the holdings overlap between BCTK and IVV?

57.6% of BCTK's money is in holdings IVV also owns. 26.0% of IVV's is in holdings BCTK also owns. They hold 20 positions in common, counted across the 39 positions we hold weights for in BCTK and 490 in IVV.

Which pays a higher dividend, BCTK or IVV?

BCTK yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than BCTK?

IVV has a lower expense ratio. IVV led over 1Y. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 59.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.