Screener
KAT vs BCFN
Scharf ETF vs Baron Financials ETF
Key differences
- KAT costs 0.05% less per year.
- KAT is significantly larger than BCFN — larger funds tend to be more liquid and less likely to close.
- KAT follows a active selection strategy; BCFN uses index tracking.
- KAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KAT | BCFN | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.80% |
| Fund size (AUM) | $688M | $48M |
| Since | 2011 | 2019 |
| Dividend yield | 0.39% | 0.00% |
| Asset class | equity | equity |
| Region | — | — |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | — |
| Max drawdown | -9.25% | -20.95% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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