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LQ vs KAT

Simplify Tax Aware Alternatives ETF vs Scharf ETF

LQ

Simplify Tax Aware Alternatives ETF

Simplify Asset Management

Annual cost

0.15%

Fund size

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

Key differences

  • LQ costs 0.60% less per year.
  • KAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LQKAT
Annual cost (TER)0.15%0.75%
Fund size (AUM)$688M
Since20262011
Dividend yield0.39%
Asset classequityequity
Regionglobal
Strategyactive selectionactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-2.82%-9.25%

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

Similar to LQ and KAT