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KAT vs SCHE

Scharf ETF vs Schwab Emerging Markets Equity ETF

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

SCHE

Schwab Emerging Markets Equity ETF

Schwab ETFs

Annual cost

0.07%

Fund size

$12.3B

Key differences

  • SCHE costs 0.68% less per year.
  • SCHE is significantly larger than KAT — larger funds tend to be more liquid and less likely to close.
  • KAT follows a active selection strategy; SCHE uses index tracking.

Side-by-side comparison

KATSCHE
Annual cost (TER)0.75%0.07%
Fund size (AUM)$688M$12.3B
Since20112010
Dividend yield0.39%2.67%
Asset classequityequity
Regionemerging markets
Strategyactive selectionindex tracking
CAGR 1YN/A+26.2%
CAGR 3YN/A+17.3%
CAGR 5YN/A+5.6%
Sharpe 3YN/A0.84
Volatility 1Y16.11%
Max drawdown-9.25%-36.16%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to KAT and SCHE