Screener
KAT vs SAMT
Scharf ETF vs Strategas Macro Thematic Opportunities ETF
Key differences
- SAMT costs 0.09% less per year.
- KAT is classified as equity, while SAMT is alternative — different risk/return profiles.
- KAT follows a active selection strategy; SAMT uses tactical allocation.
- KAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KAT | SAMT | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.66% |
| Fund size (AUM) | $688M | $619M |
| Since | 2011 | 2022 |
| Dividend yield | 0.39% | 0.62% |
| Asset class | equity | alternative |
| Region | — | — |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | N/A | +46.3% |
| CAGR 3Y | N/A | +28.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.45 |
| Volatility 1Y | — | 16.65% |
| Max drawdown | -9.25% | -20.57% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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