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KAT vs CGIC

Scharf ETF vs Capital Group International Core Equity ETF

KAT

Scharf ETF

Annual cost

0.75%

Fund size

$682M

CGIC

Capital Group International Core Equity ETF

Annual cost

0.54%

Fund size

$1.8B

Key differences

Both KAT and CGIC are equity ETFs. KAT charges 0.75% a year and CGIC 0.54%. The main difference: CGIC costs 0.21% less per year.

  • CGIC costs 0.21% less per year.
  • KAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KATCGIC
Annual cost (TER)0.75%0.54%
Fund size (AUM)$682M$1.8B
Since20112024
Dividend yield0.39%1.32%
Asset classequityequity
Regionglobal ex us
Strategyactive selectionactive selection
CAGR 1YN/A+29.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.96%
Max drawdown-9.25%-13.10%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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