Screener
CEFS vs KAT
Saba Closed-End Funds ETF vs Scharf ETF
Key differences
- KAT costs 1.86% less per year.
- CEFS is classified as alternative, while KAT is equity — different risk/return profiles.
- KAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CEFS | KAT | |
|---|---|---|
| Annual cost (TER) | 2.61% | 0.75% |
| Fund size (AUM) | $402M | $688M |
| Since | 2017 | 2011 |
| Dividend yield | 6.24% | 0.39% |
| Asset class | alternative | equity |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +24.3% | N/A |
| CAGR 3Y | +21.5% | N/A |
| CAGR 5Y | +13.7% | N/A |
| Sharpe 3Y | 1.39 | N/A |
| Volatility 1Y | 9.92% | — |
| Max drawdown | -38.99% | -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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