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BCSM vs GKAT

Baron SMID Cap ETF vs Scharf Global Opportunity ETF

BCSM

Baron SMID Cap ETF

Baron Capital Group, Inc.

Annual cost

0.75%

Fund size

$29M

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

Key differences

  • GKAT costs 0.16% less per year.
  • GKAT is significantly larger than BCSM — larger funds tend to be more liquid and less likely to close.
  • BCSM 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

BCSMGKAT
Annual cost (TER)0.75%0.59%
Fund size (AUM)$29M$158M
Since20252014
Dividend yield0.46%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-17.45%-10.41%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BCSM and GKAT