Screener
KAT vs IG
Scharf ETF vs Principal Investment Grade Corporate ETF
Key differences
- IG costs 0.56% less per year.
- KAT is significantly larger than IG — larger funds tend to be more liquid and less likely to close.
- KAT is classified as equity, while IG 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 | IG | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.19% |
| Fund size (AUM) | $688M | $179M |
| Since | 2011 | 2018 |
| Dividend yield | 0.39% | 5.06% |
| Asset class | equity | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +7.0% |
| CAGR 3Y | N/A | +5.1% |
| CAGR 5Y | N/A | +0.2% |
| Sharpe 3Y | N/A | 0.27 |
| Volatility 1Y | — | 4.81% |
| Max drawdown | -9.25% | -23.17% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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