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FITZ vs KAT

Fitz-Gerald Must Have Portfolio(R) ETF vs Scharf ETF

FITZ

Fitz-Gerald Must Have Portfolio(R) ETF

Annual cost

Fund size

KAT

Scharf ETF

Annual cost

0.75%

Fund size

$688M

Side-by-side comparison

FITZKAT
Annual cost (TER)0.75%
Fund size (AUM)$688M
Since2011
Dividend yield0.39%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-9.25%

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