Screener
KAT vs XCOR
Scharf ETF vs Fundx ETF
Key differences
Both KAT and XCOR are equity ETFs. KAT charges 0.75% a year and XCOR 1.15%. The main difference: KAT costs 0.40% less per year.
- KAT costs 0.40% less per year.
- KAT is much larger than XCOR. Larger funds are usually more liquid and less likely to close.
- XCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KAT | XCOR | |
|---|---|---|
| Annual cost (TER) | 0.75% | 1.15% |
| Fund size (AUM) | $682M | $193M |
| Since | 2011 | 2001 |
| Dividend yield | 0.39% | 0.38% |
| Asset class | equity | equity |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +26.1% |
| CAGR 3Y | N/A | +22.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.06 |
| Volatility 1Y | — | 13.61% |
| Max drawdown | -9.25% | -22.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.