Screener
KAT vs BLCR
Scharf ETF vs iShares Large Cap Core Active ETF
Key differences
Both KAT and BLCR are equity ETFs. KAT charges 0.75% a year and BLCR 0.36%. The main difference: BLCR costs 0.39% less per year.
- BLCR costs 0.39% less per year.
- BLCR is much larger than KAT. 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 | BLCR | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.36% |
| Fund size (AUM) | $682M | $6.0B |
| Since | 2011 | 2023 |
| Dividend yield | 0.39% | 0.23% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +41.4% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 16.17% |
| Max drawdown | -9.25% | -21.29% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.