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KAT vs GSIG

Scharf ETF vs Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

GSIG

Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF

Goldman Sachs

Annual cost

0.08%

Fund size

$9M

Key differences

  • GSIG costs 0.67% less per year.
  • KAT is significantly larger than GSIG — larger funds tend to be more liquid and less likely to close.
  • KAT is classified as equity, while GSIG is fixed income — different risk/return profiles.
  • KAT follows a active selection strategy; GSIG uses index tracking.
  • KAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KATGSIG
Annual cost (TER)0.75%0.08%
Fund size (AUM)$688M$9M
Since20112020
Dividend yield0.39%4.43%
Asset classequityfixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+4.8%
CAGR 3YN/A+5.4%
CAGR 5YN/A+2.2%
Sharpe 3YN/A0.73
Volatility 1Y1.86%
Max drawdown-9.25%-9.57%

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

Similar to KAT and GSIG