Screener
KAT vs BGRO
Scharf ETF vs iShares Large Cap Growth Active ETF
Key differences
KAT is an equity ETF, while BGRO is an alternative ETF. KAT charges 0.75% a year and BGRO 0.55%.
- KAT is an equity fund, while BGRO is an alternative fund. They carry different risk/return profiles.
- BGRO costs 0.20% less per year.
- KAT is much larger than BGRO. 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
| KAT | BGRO | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.55% |
| Fund size (AUM) | $682M | $10M |
| Since | 2011 | 2024 |
| Dividend yield | 0.39% | 0.03% |
| Asset class | equity | alternative |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +18.3% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 18.88% |
| Max drawdown | -9.25% | -24.94% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.