Screener
KAT vs IJH
Scharf ETF vs iShares Core S&P Mid-Cap ETF
Key differences
- IJH costs 0.70% less per year.
- IJH is significantly larger than KAT — larger funds tend to be more liquid and less likely to close.
- KAT follows a active selection strategy; IJH uses index tracking.
- IJH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KAT | IJH | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.05% |
| Fund size (AUM) | $688M | $115.7B |
| Since | 2011 | 2000 |
| Dividend yield | 0.39% | 1.22% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +24.7% |
| CAGR 3Y | N/A | +16.0% |
| CAGR 5Y | N/A | +7.8% |
| Sharpe 3Y | N/A | 0.72 |
| Volatility 1Y | — | 15.66% |
| Max drawdown | -9.25% | -42.18% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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