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KAT vs BCSM
Scharf ETF vs Baron SMID Cap ETF
Key differences
- KAT is significantly larger than BCSM — larger funds tend to be more liquid and less likely to close.
- KAT follows a active selection strategy; BCSM uses index tracking.
- KAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KAT | BCSM | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.75% |
| Fund size (AUM) | $688M | $29M |
| Since | 2011 | 2025 |
| Dividend yield | 0.39% | — |
| Asset class | equity | equity |
| Region | — | north america |
| 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% | -17.45% |
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