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FMKT vs KAT

The Free Markets ETF vs Scharf ETF

FMKT

The Free Markets ETF

Annual cost

0.76%

Fund size

$15M

KAT

Scharf ETF

Annual cost

0.75%

Fund size

$682M

Key differences

Both FMKT and KAT are equity ETFs. FMKT charges 0.76% a year and KAT 0.75%. The main difference: KAT is much larger than FMKT. Larger funds are usually more liquid and less likely to close.

  • KAT is much larger than FMKT. 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

FMKTKAT
Annual cost (TER)0.76%0.75%
Fund size (AUM)$15M$682M
Since20252011
Dividend yield0.39%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+11.1%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y19.76%
Max drawdown-17.79%-9.25%

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

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