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ELFY vs KAT

ALPS Electrification Infrastructure ETF vs Scharf ETF

ELFY

ALPS Electrification Infrastructure ETF

Annual cost

0.50%

Fund size

$203M

KAT

Scharf ETF

Annual cost

0.75%

Fund size

$682M

Key differences

ELFY is an alternative ETF, while KAT is an equity ETF. ELFY charges 0.50% a year and KAT 0.75%.

  • ELFY is an alternative fund, while KAT is an equity fund. They carry different risk/return profiles.
  • ELFY follows a option income strategy; KAT uses active selection.
  • ELFY costs 0.25% less per year.
  • KAT is much larger than ELFY. Larger funds are usually 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

ELFYKAT
Annual cost (TER)0.50%0.75%
Fund size (AUM)$203M$682M
Since20252011
Dividend yield0.84%0.39%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+42.8%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y19.37%
Max drawdown-8.37%-9.25%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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