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KAT vs AFOS

Scharf ETF vs ARS Focused Opportunities Strategy ETF

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

AFOS

ARS Focused Opportunities Strategy ETF

ARS Investment Partners, LLC

Annual cost

0.45%

Fund size

$272M

Key differences

  • AFOS costs 0.30% less per year.
  • KAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KATAFOS
Annual cost (TER)0.75%0.45%
Fund size (AUM)$688M$272M
Since20112025
Dividend yield0.39%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-9.25%-11.52%

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

Similar to KAT and AFOS