Skip to content
Beacon
Screener

KAT vs KNOW

Scharf ETF vs Fundamentals First ETF

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

KNOW

Fundamentals First ETF

Mason Capital Partners

Annual cost

1.09%

Fund size

$7M

Key differences

  • KAT costs 0.34% less per year.
  • KAT is significantly larger than KNOW — larger funds tend to be more liquid and less likely to close.
  • KAT is classified as equity, while KNOW is mixed asset — different risk/return profiles.
  • KAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KATKNOW
Annual cost (TER)0.75%1.09%
Fund size (AUM)$688M$7M
Since20112024
Dividend yield0.39%1.37%
Asset classequitymixed asset
Region
Strategyactive selectionactive selection
CAGR 1YN/A+20.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.73%
Max drawdown-9.25%-15.99%

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

Similar to KAT and KNOW