Screener
CDX vs KAT
Simplify High Yield ETF vs Scharf ETF
Key differences
- CDX costs 0.50% less per year.
- CDX is classified as alternative, while KAT is equity — different risk/return profiles.
- CDX follows a multi strategy strategy; KAT uses active selection.
- KAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CDX | KAT | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.75% |
| Fund size (AUM) | $440M | $688M |
| Since | 2022 | 2011 |
| Dividend yield | 8.37% | 0.39% |
| Asset class | alternative | equity |
| Region | north america | — |
| Strategy | multi strategy | active selection |
| CAGR 1Y | -0.3% | N/A |
| CAGR 3Y | +7.8% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.42 | N/A |
| Volatility 1Y | 5.69% | — |
| Max drawdown | -13.24% | -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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