AVRE ranks 1st and BCTK 28th of 35 funds in the US Active Sector Category.
AVRE vs BCTK
AVRE −0.58pt a year
0.17%0.75%
AVRE 1.8×the volume
77.8K43.3K
AVRE vs BCTK Performance
+7.7%+9.6%
- AVRE 0.17%, better
- BCTK 0.75%
- AVRE $883M
- BCTK $257M
- AVRE +8.1%
- BCTK
- AVRE 2.99%
- BCTK
- AVRE 329
- BCTK 37
- AVRE 77.8K sh, better
- BCTK 43.3K sh
- AVRE $45.98
- BCTK $27.49
ETF.net Grade
| Pillar | AVRE | BCTK |
|---|---|---|
| Cost | A88Higher | D26 |
| Mission | ||
| Risk | B57Higher | F23 |
| Tradability | A71Higher | B56 |
| Holdings | A87Higher | B67 |
| Durability | A78Higher | B58 |
Rank among US Active Sector funds
Same Category. AVRE and BCTK are both graded against the same 35 US Active Sector funds, so their Grades compare head to head.
Our read on each fund
AVREA
BCTKD
In short
AVRE Landlord exposure at index-fund pricing. AVRE holds roughly 300 REITs and property companies worldwide, measured against the S&P Global REIT Index, for 0.17% a year while the typical fund in its active-equity peer group charges far more.
BCTK Baron made its name picking growth stocks and holding on. BCTK is that playbook in an ETF wrapper: an actively chosen, global technology portfolio built around companies the manager thinks have durable growth, not whatever an index prints.
Stated mandate
AVRE The fund seeks long-term capital appreciation.
BCTK The Fund seeks capital appreciation by investing primarily in U.S. and non-U.S. technology companies selected for durable growth potential associated with technological development and use.
Why people hold it
Worth knowing
AVRE vs BCTK Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
AVRE vs BCTK Cost
Overpaying BCTK vs AVRE
$10,936
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
AVRE 0.17%
$3,546
BCTK 0.75%
$14,482
Cost over time
Year by year
| Year | AVRE | BCTK | Overpaying |
|---|---|---|---|
| 10 | $310 | $1,336 | $1,026 |
| 20 | $1,211 | $5,078 | $3,867 |
| 30 | $3,546 | $14,482 | $10,936 |
- 0.17%AVRE, cheaper
- 0.75%BCTK
- Middle half of US Active Sector funds
- Median 0.61%
AVRE 5th cheapest of 35 funds
BCTK 26th cheapest of 35 funds
AVRE vs BCTK Dividends
- AVRE 2.99%
- BCTK
- AVRE $1.38
- BCTK
- AVRE $0.40
- BCTK $0.05
- AVRE Sep 8, 2026
- BCTK Sep 22, 2026
- AVRE Sep 10, 2026
- BCTK Sep 23, 2026
- AVRE Quarterly
- BCTK Irregular
Distribution history
AVRE vs BCTK Risk
Fall from peak · 5 years
Risk facts
- Volatility
- AVRE 15.6%BCTK
- Return per unit of risk
- AVRE 0.53BCTK
- Worst fall
- AVRE −33.3%BCTK
- Market sensitivity
- AVRE 0.90BCTK 1.60
Popular comparisons
- 0.17% · 0.35%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.75% · 0.35%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.17% · 0.44%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.75% · 0.44%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.17% · 0.14%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.75% · 0.14%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.