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SAGP vs KAT

Strategas Global Policy Opportunities ETF vs Scharf ETF

SAGP

Strategas Global Policy Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$75M

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

Key differences

  • SAGP costs 0.10% less per year.
  • KAT is significantly larger than SAGP — 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

SAGPKAT
Annual cost (TER)0.65%0.75%
Fund size (AUM)$75M$688M
Since20222011
Dividend yield0.52%0.39%
Asset classequityequity
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+17.1%N/A
CAGR 3Y+15.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.88N/A
Volatility 1Y12.97%
Max drawdown-22.90%-9.25%

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

Similar to SAGP and KAT