Screener
KAT vs RULE
Scharf ETF vs Adaptive Core ETF
Key differences
- KAT costs 1.09% less per year.
- KAT is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.
- KAT is classified as equity, while RULE 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 | RULE | |
|---|---|---|
| Annual cost (TER) | 0.75% | 1.84% |
| Fund size (AUM) | $688M | $14M |
| Since | 2011 | 2021 |
| Dividend yield | 0.39% | 0.00% |
| Asset class | equity | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +41.5% |
| CAGR 3Y | N/A | +16.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.81 |
| Volatility 1Y | — | 19.69% |
| Max drawdown | -9.25% | -30.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to KAT and RULE
Explore further