Screener
FFDI vs KAT
Fidelity Fundamental Developed vs Scharf ETF
Key differences
Both FFDI and KAT are equity ETFs. FFDI charges 0.55% a year and KAT 0.75%. The main difference: FFDI costs 0.20% less per year.
- FFDI costs 0.20% less per year.
- KAT is much larger than FFDI. 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
| FFDI | KAT | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.75% |
| Fund size (AUM) | $23M | $682M |
| Since | 2024 | 2011 |
| Dividend yield | 2.07% | 0.39% |
| Asset class | equity | equity |
| Region | global ex us | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +13.0% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 17.67% | — |
| Max drawdown | -14.39% | -9.25% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.