Screener
KAT vs FNDB
Scharf ETF vs Schwab Fundamental U.S. Broad Market ETF
Key differences
- FNDB costs 0.50% less per year.
- KAT follows a active selection strategy; FNDB uses index tracking.
Side-by-side comparison
| KAT | FNDB | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.25% |
| Fund size (AUM) | $688M | $1.3B |
| Since | 2011 | 2013 |
| Dividend yield | 0.39% | 1.49% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +33.2% |
| CAGR 3Y | N/A | +20.8% |
| CAGR 5Y | N/A | +12.5% |
| Sharpe 3Y | N/A | 1.22 |
| Volatility 1Y | — | 10.90% |
| Max drawdown | -9.25% | -38.17% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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