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AFOS vs KAT

ARS Focused Opportunities Strategy ETF vs Scharf ETF

AFOS

ARS Focused Opportunities Strategy ETF

ARS Investment Partners, LLC

Annual cost

0.45%

Fund size

$272M

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

Key differences

  • AFOS costs 0.30% less per year.
  • KAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AFOSKAT
Annual cost (TER)0.45%0.75%
Fund size (AUM)$272M$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-11.52%-9.25%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AFOS and KAT