Screener
KAT vs DFUV
Scharf ETF vs Dimensional US Marketwide Value ETF
Key differences
- DFUV costs 0.54% less per year.
- DFUV is significantly larger than KAT — larger funds tend to be more liquid and less likely to close.
- DFUV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KAT | DFUV | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.21% |
| Fund size (AUM) | $688M | $14.4B |
| Since | 2011 | 1998 |
| Dividend yield | 0.39% | 1.41% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +33.5% |
| CAGR 3Y | N/A | +19.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.05 |
| Volatility 1Y | — | 11.87% |
| Max drawdown | -9.25% | -17.60% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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