Screener
KAT vs PULT
Scharf ETF vs Putnam ESG Ultra Short ETF -
Key differences
KAT is an equity ETF, while PULT is a fixed income ETF. KAT charges 0.75% a year and PULT 0.25%.
- KAT is an equity fund, while PULT is a fixed income fund. They carry different risk/return profiles.
- PULT costs 0.50% less per year.
- KAT is much larger than PULT. 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 | PULT | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.25% |
| Fund size (AUM) | $682M | $35M |
| Since | 2011 | 2023 |
| Dividend yield | 0.39% | 4.65% |
| Asset class | equity | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +4.1% |
| CAGR 3Y | N/A | +5.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 2.60 |
| Volatility 1Y | — | 0.76% |
| Max drawdown | -9.25% | -0.43% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.