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BCFN vs GKAT

Baron Financials ETF vs Scharf Global Opportunity ETF

BCFN

Baron Financials ETF

Annual cost

0.80%

Fund size

$48M

GKAT

Scharf Global Opportunity ETF

Annual cost

0.59%

Fund size

$158M

Key differences

  • GKAT costs 0.21% less per year.
  • GKAT is significantly larger than BCFN — larger funds tend to be more liquid and less likely to close.
  • BCFN follows a index tracking strategy; GKAT uses active selection.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BCFNGKAT
Annual cost (TER)0.80%0.59%
Fund size (AUM)$48M$158M
Since20192014
Dividend yield0.00%0.46%
Asset classequityequity
Region
Strategyindex trackingactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-20.95%-10.41%

Similar to BCFN and GKAT