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BGRO vs GKAT

iShares Large Cap Growth Active ETF vs Scharf Global Opportunity ETF

BGRO

iShares Large Cap Growth Active ETF

Annual cost

0.55%

Fund size

$10M

GKAT

Scharf Global Opportunity ETF

Annual cost

0.59%

Fund size

$165M

Key differences

BGRO is an alternative ETF, while GKAT is an equity ETF. BGRO charges 0.55% a year and GKAT 0.59%.

  • BGRO is an alternative fund, while GKAT is an equity fund. They carry different risk/return profiles.
  • BGRO covers North America; GKAT covers global markets.
  • GKAT is much larger than BGRO. Larger funds are usually more liquid and less likely to close.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BGROGKAT
Annual cost (TER)0.55%0.59%
Fund size (AUM)$10M$165M
Since20242014
Dividend yield0.03%0.45%
Asset classalternativeequity
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+18.3%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y18.88%
Max drawdown-24.94%-10.41%

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

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