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CGGR vs KAT

Capital Group Growth ETF vs Scharf ETF

CGGR

Capital Group Growth ETF

Capital Group

Annual cost

0.39%

Fund size

$22.2B

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

Key differences

  • CGGR costs 0.36% less per year.
  • CGGR is significantly larger than KAT — larger funds tend to be more liquid and less likely to close.
  • KAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGGRKAT
Annual cost (TER)0.39%0.75%
Fund size (AUM)$22.2B$688M
Since20222011
Dividend yield0.10%0.39%
Asset classequityequity
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+22.6%N/A
CAGR 3Y+26.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.14N/A
Volatility 1Y16.28%
Max drawdown-28.90%-9.25%

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

Similar to CGGR and KAT