Screener
KAT vs LCR
Scharf ETF vs Leuthold Core ETF
Key differences
- KAT costs 0.09% less per year.
- KAT is significantly larger than LCR — larger funds tend to be more liquid and less likely to close.
- KAT is classified as equity, while LCR 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
| KAT | LCR | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.84% |
| Fund size (AUM) | $688M | $70M |
| Since | 2011 | 2020 |
| Dividend yield | 0.39% | 1.35% |
| Asset class | equity | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +14.8% |
| CAGR 3Y | N/A | +11.5% |
| CAGR 5Y | N/A | +6.9% |
| Sharpe 3Y | N/A | 0.95 |
| Volatility 1Y | — | 7.52% |
| Max drawdown | -9.25% | -17.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to KAT and LCR
Explore further