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KAT vs CGGR

Scharf ETF vs Capital Group Growth ETF

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

CGGR

Capital Group Growth ETF

Capital Group

Annual cost

0.39%

Fund size

$22.2B

Key differences

  • CGGR costs 0.36% less per year.
  • CGGR is significantly larger than KAT — larger funds tend to be 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

KATCGGR
Annual cost (TER)0.75%0.39%
Fund size (AUM)$688M$22.2B
Since20112022
Dividend yield0.39%0.10%
Asset classequityequity
Regionglobal
Strategyactive selectionactive selection
CAGR 1YN/A+22.6%
CAGR 3YN/A+26.5%
CAGR 5YN/AN/A
Sharpe 3YN/A1.14
Volatility 1Y16.28%
Max drawdown-9.25%-28.90%

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

Similar to KAT and CGGR