Screener
EPSV vs KAT
Harbor SMID Cap Value ETF vs Scharf ETF
Key differences
- KAT costs 0.13% less per year.
- KAT is significantly larger than EPSV — larger funds tend to be more liquid and less likely to close.
- EPSV follows a index tracking strategy; KAT uses active selection.
- KAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPSV | KAT | |
|---|---|---|
| Annual cost (TER) | 0.88% | 0.75% |
| Fund size (AUM) | $5M | $688M |
| Since | 2025 | 2011 |
| Dividend yield | — | 0.39% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +47.2% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 17.87% | — |
| Max drawdown | -8.93% | -9.25% |
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