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GKAT vs BGRO

Scharf Global Opportunity ETF vs iShares Large Cap Growth Active ETF

GKAT

Scharf Global Opportunity ETF

Annual cost

0.59%

Fund size

$165M

BGRO

iShares Large Cap Growth Active ETF

Annual cost

0.55%

Fund size

$10M

Key differences

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

  • GKAT is an equity fund, while BGRO is an alternative fund. They carry different risk/return profiles.
  • GKAT covers global markets; BGRO covers North America.
  • 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

GKATBGRO
Annual cost (TER)0.59%0.55%
Fund size (AUM)$165M$10M
Since20142024
Dividend yield0.45%0.03%
Asset classequityalternative
Regionglobalnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+18.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y18.88%
Max drawdown-10.41%-24.94%

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

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