Screener
KAT vs CRDT
Scharf ETF vs Simplify Opportunistic Income ETF
Key differences
- KAT costs 0.24% less per year.
- KAT is significantly larger than CRDT — larger funds tend to be more liquid and less likely to close.
- KAT is classified as equity, while CRDT is fixed income — different risk/return profiles.
- KAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KAT | CRDT | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.99% |
| Fund size (AUM) | $688M | $38M |
| Since | 2011 | 2023 |
| Dividend yield | 0.39% | 6.51% |
| Asset class | equity | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | -0.0% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 8.48% |
| Max drawdown | -9.25% | -9.80% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to KAT and CRDT
Explore further