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DFAI vs KAT

Dimensional International Core Equity Market ETF vs Scharf ETF

DFAI

Dimensional International Core Equity Market ETF

Dimensional Fund Advisors

Annual cost

0.18%

Fund size

$15.9B

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

Key differences

  • DFAI costs 0.57% less per year.
  • DFAI 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

DFAIKAT
Annual cost (TER)0.18%0.75%
Fund size (AUM)$15.9B$688M
Since20202011
Dividend yield2.29%0.39%
Asset classequityequity
Regionglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+26.9%N/A
CAGR 3Y+17.8%N/A
CAGR 5Y+10.0%N/A
Sharpe 3Y0.96N/A
Volatility 1Y14.11%
Max drawdown-27.44%-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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