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FMAG vs KAT
Fidelity Magellan ETF vs Scharf ETF
Key differences
- FMAG costs 0.18% less per year.
- KAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FMAG | KAT | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.75% |
| Fund size (AUM) | $253M | $688M |
| Since | 2021 | 2011 |
| Dividend yield | 0.08% | 0.39% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.3% | N/A |
| CAGR 3Y | +21.2% | N/A |
| CAGR 5Y | +12.5% | N/A |
| Sharpe 3Y | 0.98 | N/A |
| Volatility 1Y | 14.32% | — |
| Max drawdown | -32.93% | -9.25% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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