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FNDB vs KAT

Schwab Fundamental U.S. Broad Market ETF vs Scharf ETF

FNDB

Schwab Fundamental U.S. Broad Market ETF

Schwab ETFs

Annual cost

0.25%

Fund size

$1.3B

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

Key differences

  • FNDB costs 0.50% less per year.
  • FNDB follows a index tracking strategy; KAT uses active selection.

Side-by-side comparison

FNDBKAT
Annual cost (TER)0.25%0.75%
Fund size (AUM)$1.3B$688M
Since20132011
Dividend yield1.49%0.39%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+33.2%N/A
CAGR 3Y+20.8%N/A
CAGR 5Y+12.5%N/A
Sharpe 3Y1.22N/A
Volatility 1Y10.90%
Max drawdown-38.17%-9.25%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FNDB and KAT