Skip to content
Beacon
Screener

GKAT vs BCSM

Scharf Global Opportunity ETF vs Baron SMID Cap ETF

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

BCSM

Baron SMID Cap ETF

Baron Capital Group, Inc.

Annual cost

0.75%

Fund size

$29M

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.
  • GKAT follows a active selection strategy; BCSM uses index tracking.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GKATBCSM
Annual cost (TER)0.59%0.75%
Fund size (AUM)$158M$29M
Since20142025
Dividend yield0.46%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-10.41%-17.45%

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

Similar to GKAT and BCSM