Screener
KAT vs ACES
Scharf ETF vs ALPS Clean Energy ETF
Key differences
Both KAT and ACES are equity ETFs. KAT charges 0.75% a year and ACES 0.55%. The main difference: KAT follows a active selection strategy; ACES uses index tracking.
- KAT follows a active selection strategy; ACES uses index tracking.
- ACES costs 0.20% less per year.
- KAT is much larger than ACES. 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
| KAT | ACES | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.55% |
| Fund size (AUM) | $682M | $145M |
| Since | 2011 | 2018 |
| Dividend yield | 0.39% | 0.54% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +57.2% |
| CAGR 3Y | N/A | -3.7% |
| CAGR 5Y | N/A | -10.5% |
| Sharpe 3Y | N/A | -0.04 |
| Volatility 1Y | — | 33.43% |
| Max drawdown | -9.25% | -79.05% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.