Skip to content
Beacon
Screener

KAT vs DXUV

Scharf ETF vs Dimensional US Vector Equity ETF

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

DXUV

Dimensional US Vector Equity ETF

Dimensional Fund Advisors

Annual cost

0.25%

Fund size

$398M

Key differences

  • DXUV costs 0.50% less per year.
  • KAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KATDXUV
Annual cost (TER)0.75%0.25%
Fund size (AUM)$688M$398M
Since20112024
Dividend yield0.39%0.99%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+28.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.87%
Max drawdown-9.25%-21.08%

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

Similar to KAT and DXUV