Screener
KAT vs SCHR
Scharf ETF vs Schwab Intermediate-Term U.S. Treasury ETF
Key differences
- SCHR costs 0.72% less per year.
- SCHR is significantly larger than KAT — larger funds tend to be more liquid and less likely to close.
- KAT is classified as equity, while SCHR is fixed income — different risk/return profiles.
- KAT follows a active selection strategy; SCHR uses index tracking.
Side-by-side comparison
| KAT | SCHR | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.03% |
| Fund size (AUM) | $688M | $13.0B |
| Since | 2011 | 2010 |
| Dividend yield | 0.39% | 3.89% |
| Asset class | equity | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +3.9% |
| CAGR 3Y | N/A | +2.9% |
| CAGR 5Y | N/A | +0.1% |
| Sharpe 3Y | N/A | -0.11 |
| Volatility 1Y | — | 3.46% |
| Max drawdown | -9.25% | -16.11% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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