Screener
KAT vs INKM
Scharf ETF vs State Street Income Allocation ETF
Key differences
- INKM costs 0.25% less per year.
- KAT is significantly larger than INKM — larger funds tend to be more liquid and less likely to close.
- KAT is classified as equity, while INKM is mixed asset — different risk/return profiles.
Side-by-side comparison
| KAT | INKM | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.50% |
| Fund size (AUM) | $688M | $76M |
| Since | 2011 | 2012 |
| Dividend yield | 0.39% | 4.88% |
| Asset class | equity | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +14.1% |
| CAGR 3Y | N/A | +9.9% |
| CAGR 5Y | N/A | +4.1% |
| Sharpe 3Y | N/A | 0.84 |
| Volatility 1Y | — | 5.98% |
| Max drawdown | -9.25% | -28.58% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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