Screener
IG vs KAT
Principal Investment Grade Corporate ETF vs Scharf ETF
Key differences
- IG costs 0.56% less per year.
- KAT is significantly larger than IG — larger funds tend to be more liquid and less likely to close.
- IG is classified as fixed income, while KAT is equity — different risk/return profiles.
- KAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IG | KAT | |
|---|---|---|
| Annual cost (TER) | 0.19% | 0.75% |
| Fund size (AUM) | $179M | $688M |
| Since | 2018 | 2011 |
| Dividend yield | 5.06% | 0.39% |
| Asset class | fixed income | equity |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.0% | N/A |
| CAGR 3Y | +5.1% | N/A |
| CAGR 5Y | +0.2% | N/A |
| Sharpe 3Y | 0.27 | N/A |
| Volatility 1Y | 4.81% | — |
| Max drawdown | -23.17% | -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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