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KAT vs FFSM

Scharf ETF vs Fidelity Fundamental Small-Mid Cap ETF

KAT

Scharf ETF

Annual cost

0.75%

Fund size

$682M

FFSM

Fidelity Fundamental Small-Mid Cap ETF

Annual cost

Fund size

Side-by-side comparison

KATFFSM
Annual cost (TER)0.75%
Fund size (AUM)$682M
Since2011
Dividend yield0.39%
Asset classequityequity
Region
Strategyactive selectionactive selection
CAGR 1YN/A+40.3%
CAGR 3YN/A+21.4%
CAGR 5YN/A+10.8%
Sharpe 3YN/A0.92
Volatility 1Y18.57%
Max drawdown-9.25%-26.65%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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