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KAT vs SCYB

Scharf ETF vs Schwab High Yield Bond ETF

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

SCYB

Schwab High Yield Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$2.5B

Key differences

  • SCYB costs 0.72% less per year.
  • SCYB is significantly larger than KAT — larger funds tend to be more liquid and less likely to close.
  • KAT is classified as equity, while SCYB is fixed income — different risk/return profiles.
  • KAT follows a active selection strategy; SCYB uses index tracking.
  • KAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KATSCYB
Annual cost (TER)0.75%0.03%
Fund size (AUM)$688M$2.5B
Since20112023
Dividend yield0.39%6.97%
Asset classequityfixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+8.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.80%
Max drawdown-9.25%-4.92%

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

Similar to KAT and SCYB