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KAT vs FORH
Scharf ETF vs Formidable ETF
Key differences
- KAT costs 0.44% less per year.
- KAT is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- KAT is classified as equity, while FORH is alternative — different risk/return profiles.
- KAT follows a active selection strategy; FORH uses option income.
- KAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KAT | FORH | |
|---|---|---|
| Annual cost (TER) | 0.75% | 1.19% |
| Fund size (AUM) | $688M | $20M |
| Since | 2011 | 2021 |
| Dividend yield | 0.39% | 1.73% |
| Asset class | equity | alternative |
| Region | — | — |
| Strategy | active selection | option income |
| CAGR 1Y | N/A | +13.1% |
| CAGR 3Y | N/A | +3.7% |
| CAGR 5Y | N/A | +1.7% |
| Sharpe 3Y | N/A | 0.08 |
| Volatility 1Y | — | 15.66% |
| Max drawdown | -9.25% | -20.73% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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