Screener
BGRO vs KAT
iShares Large Cap Growth Active ETF vs Scharf ETF
Key differences
BGRO is an alternative ETF, while KAT is an equity ETF. BGRO charges 0.55% a year and KAT 0.75%.
- BGRO is an alternative fund, while KAT is an equity fund. They carry different risk/return profiles.
- BGRO costs 0.20% less per year.
- KAT is much larger than BGRO. 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
| BGRO | KAT | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.75% |
| Fund size (AUM) | $10M | $682M |
| Since | 2024 | 2011 |
| Dividend yield | 0.03% | 0.39% |
| Asset class | alternative | equity |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.3% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 18.88% | — |
| Max drawdown | -24.94% | -9.25% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.