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AGOX vs KAT
Adaptive Alpha Opportunities ETF vs Scharf ETF
Key differences
- KAT costs 0.58% less per year.
- AGOX is classified as alternative, while KAT is equity — different risk/return profiles.
Side-by-side comparison
| AGOX | KAT | |
|---|---|---|
| Annual cost (TER) | 1.33% | 0.75% |
| Fund size (AUM) | $364M | $688M |
| Since | 2012 | 2011 |
| Dividend yield | 0.00% | 0.39% |
| Asset class | alternative | equity |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.0% | N/A |
| CAGR 3Y | +18.6% | N/A |
| CAGR 5Y | +8.6% | N/A |
| Sharpe 3Y | 0.78 | N/A |
| Volatility 1Y | 18.38% | — |
| Max drawdown | -27.72% | -9.25% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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