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BCGD vs KAT

Baron Global Durable Advantage ETF vs Scharf ETF

BCGD

Baron Global Durable Advantage ETF

Annual cost

0.75%

Fund size

$10M

KAT

Scharf ETF

Annual cost

0.75%

Fund size

$682M

Key differences

Both BCGD and KAT are equity ETFs. BCGD charges 0.75% a year and KAT 0.75%. The main difference: KAT is much larger than BCGD. Larger funds are usually more liquid and less likely to close.

  • KAT is much larger than BCGD. Larger funds are usually more liquid and less likely to close.
  • KAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BCGDKAT
Annual cost (TER)0.75%0.75%
Fund size (AUM)$10M$682M
Since20252011
Dividend yield0.39%
Asset classequityequity
Regionglobal
Strategyactive selectionactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-13.78%-9.25%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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