Screener
SCHQ vs KAT
Schwab Long-Term U.S. Treasury ETF vs Scharf ETF
Key differences
- SCHQ costs 0.72% less per year.
- SCHQ is classified as fixed income, while KAT is equity — different risk/return profiles.
- SCHQ follows a index tracking strategy; KAT uses active selection.
- KAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHQ | KAT | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.75% |
| Fund size (AUM) | $897M | $688M |
| Since | 2019 | 2011 |
| Dividend yield | 4.76% | 0.39% |
| Asset class | fixed income | equity |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.6% | N/A |
| CAGR 3Y | -1.3% | N/A |
| CAGR 5Y | -5.1% | N/A |
| Sharpe 3Y | -0.31 | N/A |
| Volatility 1Y | 9.07% | — |
| Max drawdown | -46.13% | -9.25% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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