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KAT vs CGXU

Scharf ETF vs Capital Group International Focus Equity ETF

KAT

Scharf ETF

Annual cost

0.75%

Fund size

$682M

CGXU

Capital Group International Focus Equity ETF

Annual cost

0.54%

Fund size

$6.2B

Key differences

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

  • CGXU costs 0.21% less per year.
  • CGXU is much larger than KAT. 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

KATCGXU
Annual cost (TER)0.75%0.54%
Fund size (AUM)$682M$6.2B
Since20112022
Dividend yield0.39%4.50%
Asset classequityequity
Regionglobal ex us
Strategyactive selectionactive selection
CAGR 1YN/A+30.3%
CAGR 3YN/A+15.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.68
Volatility 1Y20.65%
Max drawdown-9.25%-25.64%

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

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