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FDRS vs KAT

Corgi ETF Trust I vs Scharf ETF

FDRS

Corgi ETF Trust I

Corgi Funds

Annual cost

0.49%

Fund size

$77M

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

Key differences

  • FDRS costs 0.26% less per year.
  • KAT is significantly larger than FDRS — larger funds tend to be more liquid and less likely to close.
  • FDRS is classified as alternative, while KAT is equity — different risk/return profiles.
  • FDRS follows a leveraged strategy; KAT uses active selection.
  • KAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FDRSKAT
Annual cost (TER)0.49%0.75%
Fund size (AUM)$77M$688M
Since20252011
Dividend yield0.39%
Asset classalternativeequity
Regionnorth america
Strategyleveragedactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-21.64%-9.25%

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

Similar to FDRS and KAT