Screener
KAT vs DFAX
Scharf ETF vs Dimensional World ex U.S. Core Equity 2 ETF
Key differences
- DFAX costs 0.47% less per year.
- DFAX is significantly larger than KAT — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| KAT | DFAX | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.28% |
| Fund size (AUM) | $688M | $11.5B |
| Since | 2011 | 2008 |
| Dividend yield | 0.39% | 2.30% |
| Asset class | equity | equity |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +35.0% |
| CAGR 3Y | N/A | +20.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.09 |
| Volatility 1Y | — | 14.74% |
| Max drawdown | -9.25% | -28.15% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to KAT and DFAX
Explore further