Screener
KAT vs TUG
Scharf ETF vs STF Tactical Growth ETF
Key differences
KAT is an equity ETF, while TUG is a mixed asset ETF. KAT charges 0.75% a year and TUG 0.65%.
- KAT is an equity fund, while TUG is a mixed asset fund. They carry different risk/return profiles.
- TUG costs 0.10% less per year.
- KAT is much larger than TUG. Larger funds are usually 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 | TUG | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.65% |
| Fund size (AUM) | $682M | $45M |
| Since | 2011 | 2022 |
| Dividend yield | 0.39% | 0.52% |
| Asset class | equity | mixed asset |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +34.7% |
| CAGR 3Y | N/A | +22.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.97 |
| Volatility 1Y | — | 17.24% |
| Max drawdown | -9.25% | -22.27% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.