Screener
KAT vs SCHQ
Scharf ETF vs Schwab Long-Term U.S. Treasury ETF
Key differences
- SCHQ costs 0.72% less per year.
- KAT is classified as equity, while SCHQ is fixed income — different risk/return profiles.
- KAT follows a active selection strategy; SCHQ uses index tracking.
- KAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KAT | SCHQ | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.03% |
| Fund size (AUM) | $688M | $897M |
| Since | 2011 | 2019 |
| Dividend yield | 0.39% | 4.76% |
| Asset class | equity | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +5.8% |
| CAGR 3Y | N/A | -0.5% |
| CAGR 5Y | N/A | -4.8% |
| Sharpe 3Y | N/A | -0.25 |
| Volatility 1Y | — | 9.08% |
| Max drawdown | -9.25% | -46.13% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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