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KAT vs LRGC

Scharf ETF vs AB US Large Cap Strategic Equities ETF

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

LRGC

AB US Large Cap Strategic Equities ETF

AllianceBernstein

Annual cost

0.39%

Fund size

$1.2B

Key differences

  • LRGC costs 0.36% less per year.
  • KAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KATLRGC
Annual cost (TER)0.75%0.39%
Fund size (AUM)$688M$1.2B
Since20112023
Dividend yield0.39%0.55%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+25.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.03%
Max drawdown-9.25%-19.38%

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

Similar to KAT and LRGC