Screener
HFGM vs KAT
Unlimited HFGM Global Macro ETF vs Scharf ETF
Key differences
- KAT costs 0.26% less per year.
- KAT is significantly larger than HFGM — larger funds tend to be more liquid and less likely to close.
- HFGM is classified as alternative, while KAT is equity — different risk/return profiles.
- HFGM follows a tactical allocation strategy; KAT uses active selection.
- KAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HFGM | KAT | |
|---|---|---|
| Annual cost (TER) | 1.01% | 0.75% |
| Fund size (AUM) | $133M | $688M |
| Since | 2025 | 2011 |
| Dividend yield | 5.05% | 0.39% |
| Asset class | alternative | equity |
| Region | — | — |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +42.9% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 22.77% | — |
| Max drawdown | -10.66% | -9.25% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to HFGM and KAT
Explore further