Screener
ACES vs KAT
ALPS Clean Energy ETF vs Scharf ETF
Key differences
Both ACES and KAT are equity ETFs. ACES charges 0.55% a year and KAT 0.75%. The main difference: ACES follows a index tracking strategy; KAT uses active selection.
- ACES follows a index tracking strategy; KAT uses active selection.
- ACES costs 0.20% less per year.
- KAT is much larger than ACES. 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
| ACES | KAT | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.75% |
| Fund size (AUM) | $145M | $682M |
| Since | 2018 | 2011 |
| Dividend yield | 0.54% | 0.39% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +57.2% | N/A |
| CAGR 3Y | -3.7% | N/A |
| CAGR 5Y | -10.5% | N/A |
| Sharpe 3Y | -0.04 | N/A |
| Volatility 1Y | 33.43% | — |
| Max drawdown | -79.05% | -9.25% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.