Screener
KAT vs THLV
Scharf ETF vs THOR Equal Weight Low Volatility ETF
Key differences
- THLV costs 0.11% less per year.
- KAT is significantly larger than THLV — larger funds tend to be more liquid and less likely to close.
- KAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KAT | THLV | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.64% |
| Fund size (AUM) | $688M | $58M |
| Since | 2011 | 2022 |
| Dividend yield | 0.39% | 1.64% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +19.7% |
| CAGR 3Y | N/A | +12.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.90 |
| Volatility 1Y | — | 9.92% |
| Max drawdown | -9.25% | -13.15% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to KAT and THLV
Explore further