Screener
KAT vs PCRB
Scharf ETF vs Putnam ESG Core Bond ETF -
Key differences
KAT is an equity ETF, while PCRB is a fixed income ETF. KAT charges 0.75% a year and PCRB 0.36%.
- KAT is an equity fund, while PCRB is a fixed income fund. They carry different risk/return profiles.
- KAT follows a active selection strategy; PCRB uses index tracking.
- PCRB costs 0.39% less per year.
- KAT is much larger than PCRB. Larger funds are usually more liquid and less likely to close.
- KAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KAT | PCRB | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.36% |
| Fund size (AUM) | $682M | $7M |
| Since | 2011 | 2023 |
| Dividend yield | 0.39% | 9.74% |
| Asset class | equity | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +3.5% |
| CAGR 3Y | N/A | +3.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.07 |
| Volatility 1Y | — | 3.76% |
| Max drawdown | -9.25% | -7.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.