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KAT vs DCOR

Scharf ETF vs Dimensional US Core Equity 1 ETF

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

DCOR

Dimensional US Core Equity 1 ETF

Dimensional Fund Advisors

Annual cost

0.14%

Fund size

$3.0B

Key differences

  • DCOR costs 0.61% less per year.
  • DCOR is significantly larger than KAT — larger funds tend to be more liquid and less likely to close.
  • KAT is classified as equity, while DCOR is alternative — different risk/return profiles.
  • KAT follows a active selection strategy; DCOR uses multi strategy.
  • KAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KATDCOR
Annual cost (TER)0.75%0.14%
Fund size (AUM)$688M$3.0B
Since20112023
Dividend yield0.39%0.95%
Asset classequityalternative
Regionnorth america
Strategyactive selectionmulti strategy
CAGR 1YN/A+29.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.99%
Max drawdown-9.25%-19.10%

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

Similar to KAT and DCOR