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KAT vs HYFI

Scharf ETF vs AB High Yield ETF

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

HYFI

AB High Yield ETF

AllianceBernstein

Annual cost

0.40%

Fund size

$334M

Key differences

  • HYFI costs 0.35% less per year.
  • KAT is classified as equity, while HYFI 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

KATHYFI
Annual cost (TER)0.75%0.40%
Fund size (AUM)$688M$334M
Since20112016
Dividend yield0.39%6.79%
Asset classequityfixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+8.7%
CAGR 3YN/A+9.3%
CAGR 5YN/AN/A
Sharpe 3YN/A1.02
Volatility 1Y3.98%
Max drawdown-9.25%-6.34%

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

Similar to KAT and HYFI