Screener
PLGI vs KAT
PL Growth and Income ETF vs Scharf ETF
Key differences
PLGI is an alternative ETF, while KAT is an equity ETF. PLGI charges 1.25% a year and KAT 0.75%.
- PLGI is an alternative fund, while KAT is an equity fund. They carry different risk/return profiles.
- PLGI follows a option income strategy; KAT uses active selection.
- KAT costs 0.50% less per year.
- KAT is much larger than PLGI. 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
| PLGI | KAT | |
|---|---|---|
| Annual cost (TER) | 1.25% | 0.75% |
| Fund size (AUM) | $54M | $682M |
| Since | 2025 | 2011 |
| Dividend yield | — | 0.39% |
| Asset class | alternative | equity |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | — |
| Max drawdown | -7.26% | -9.25% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.