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RONB vs KAT

Baron First Principles ETF vs Scharf ETF

RONB

Baron First Principles ETF

Annual cost

1.00%

Fund size

$388M

KAT

Scharf ETF

Annual cost

0.75%

Fund size

$688M

Key differences

  • KAT costs 0.25% less per year.
  • KAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RONBKAT
Annual cost (TER)1.00%0.75%
Fund size (AUM)$388M$688M
Since20252011
Dividend yield0.39%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-13.08%-9.25%

Similar to RONB and KAT