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FENI vs KAT

Fidelity Enhanced International ETF vs Scharf ETF

FENI

Fidelity Enhanced International ETF

Annual cost

0.28%

Fund size

$9.8B

KAT

Scharf ETF

Annual cost

0.75%

Fund size

$682M

Key differences

Both FENI and KAT are equity ETFs. FENI charges 0.28% a year and KAT 0.75%. The main difference: FENI costs 0.47% less per year.

  • FENI costs 0.47% less per year.
  • FENI is much larger than KAT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FENIKAT
Annual cost (TER)0.28%0.75%
Fund size (AUM)$9.8B$682M
Since20072011
Dividend yield2.85%0.39%
Asset classequityequity
Regionglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+26.1%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y16.16%
Max drawdown-14.20%-9.25%

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

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