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THIR vs KAT

THOR Index Rotation ETF vs Scharf ETF

THIR

THOR Index Rotation ETF

THOR

Annual cost

0.69%

Fund size

$210M

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

Key differences

  • THIR costs 0.06% less per year.
  • KAT is significantly larger than THIR — larger funds tend to be more liquid and less likely to close.
  • THIR 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

THIRKAT
Annual cost (TER)0.69%0.75%
Fund size (AUM)$210M$688M
Since20242011
Dividend yield0.35%0.39%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+24.0%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.55%
Max drawdown-10.05%-9.25%

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

Similar to THIR and KAT