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KAT vs CHAT

Scharf ETF vs Roundhill Generative AI & Technology ETF

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

CHAT

Roundhill Generative AI & Technology ETF

Roundhill Investments

Annual cost

0.75%

Fund size

$1.4B

Key differences

  • KAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KATCHAT
Annual cost (TER)0.75%0.75%
Fund size (AUM)$688M$1.4B
Since20112023
Dividend yield0.39%2.17%
Asset classequityequity
Region
Strategyactive selectionactive selection
CAGR 1YN/A+132.5%
CAGR 3YN/A+55.4%
CAGR 5YN/AN/A
Sharpe 3YN/A1.51
Volatility 1Y30.53%
Max drawdown-9.25%-31.34%

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

Similar to KAT and CHAT