Screener
IVV vs KAT
iShares Core S&P 500 ETF vs Scharf ETF
Key differences
- IVV costs 0.72% less per year.
- IVV is significantly larger than KAT — larger funds tend to be more liquid and less likely to close.
- IVV follows a index tracking strategy; KAT uses active selection.
- IVV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IVV | KAT | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.75% |
| Fund size (AUM) | $797.5B | $688M |
| Since | 2000 | 2011 |
| Dividend yield | 1.12% | 0.39% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +29.5% | N/A |
| CAGR 3Y | +23.2% | N/A |
| CAGR 5Y | +14.0% | N/A |
| Sharpe 3Y | 1.25 | N/A |
| Volatility 1Y | 11.96% | — |
| Max drawdown | -33.90% | -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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