Screener
KAT vs FNDX
Scharf ETF vs Schwab Fundamental U.S. Large Company ETF
Key differences
- FNDX costs 0.50% less per year.
- FNDX is significantly larger than KAT — larger funds tend to be more liquid and less likely to close.
- KAT follows a active selection strategy; FNDX uses index tracking.
Side-by-side comparison
| KAT | FNDX | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.25% |
| Fund size (AUM) | $688M | $25.9B |
| Since | 2011 | 2013 |
| Dividend yield | 0.39% | 1.50% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +33.4% |
| CAGR 3Y | N/A | +21.2% |
| CAGR 5Y | N/A | +13.0% |
| Sharpe 3Y | N/A | 1.27 |
| Volatility 1Y | — | 10.39% |
| Max drawdown | -9.25% | -37.72% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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