Screener
BLCR vs KAT
iShares Large Cap Core Active ETF vs Scharf ETF
Key differences
Both BLCR and KAT are equity ETFs. BLCR charges 0.36% a year and KAT 0.75%. The main difference: BLCR costs 0.39% less per year.
- BLCR costs 0.39% less per year.
- BLCR is much larger than KAT. 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
| BLCR | KAT | |
|---|---|---|
| Annual cost (TER) | 0.36% | 0.75% |
| Fund size (AUM) | $6.0B | $682M |
| Since | 2023 | 2011 |
| Dividend yield | 0.23% | 0.39% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +41.4% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 16.17% | — |
| Max drawdown | -21.29% | -9.25% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.