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KAT vs DINE

Scharf ETF vs Simplify Tax Aware Diversified Income Strategy ETF

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

DINE

Simplify Tax Aware Diversified Income Strategy ETF

Simplify Asset Management

Annual cost

0.15%

Fund size

Key differences

  • DINE costs 0.60% less per year.
  • KAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KATDINE
Annual cost (TER)0.75%0.15%
Fund size (AUM)$688M
Since20112026
Dividend yield0.39%
Asset classequityequity
Regionemerging markets
Strategyactive selectionactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-9.25%-0.80%

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

Similar to KAT and DINE