Screener
KAT vs GUMI
Scharf ETF vs Goldman Sachs Ultra Short Municipal Income ETF
Key differences
- GUMI costs 0.59% less per year.
- KAT is significantly larger than GUMI — larger funds tend to be more liquid and less likely to close.
- KAT is classified as equity, while GUMI is fixed income — different risk/return profiles.
- KAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KAT | GUMI | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.16% |
| Fund size (AUM) | $688M | $38M |
| Since | 2011 | 2024 |
| Dividend yield | 0.39% | 2.81% |
| Asset class | equity | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +3.2% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 1.09% |
| Max drawdown | -9.25% | -0.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to KAT and GUMI
Explore further