Screener
AMAX vs KAT
Adaptive Hedged Multi-Asset Income ETF vs Scharf ETF
Key differences
- KAT costs 0.61% less per year.
- KAT is significantly larger than AMAX — larger funds tend to be more liquid and less likely to close.
- AMAX is classified as alternative, while KAT is equity — different risk/return profiles.
- AMAX follows a option income strategy; KAT uses active selection.
Side-by-side comparison
| AMAX | KAT | |
|---|---|---|
| Annual cost (TER) | 1.36% | 0.75% |
| Fund size (AUM) | $60M | $688M |
| Since | 2009 | 2011 |
| Dividend yield | 10.63% | 0.39% |
| Asset class | alternative | equity |
| Region | — | — |
| Strategy | option income | active selection |
| CAGR 1Y | +11.8% | N/A |
| CAGR 3Y | +9.4% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.59 | N/A |
| Volatility 1Y | 9.98% | — |
| Max drawdown | -16.25% | -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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