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KAT vs RLY
Scharf ETF vs State Street Multi-Asset Real Return ETF
Key differences
- RLY costs 0.25% less per year.
- KAT is classified as equity, while RLY is mixed asset — different risk/return profiles.
Side-by-side comparison
| KAT | RLY | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.50% |
| Fund size (AUM) | $688M | $1.2B |
| Since | 2011 | 2012 |
| Dividend yield | 0.39% | 2.84% |
| Asset class | equity | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +33.0% |
| CAGR 3Y | N/A | +14.7% |
| CAGR 5Y | N/A | +10.7% |
| Sharpe 3Y | N/A | 0.95 |
| Volatility 1Y | — | 10.12% |
| Max drawdown | -9.25% | -34.17% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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