Skip to content
Beacon
Screener

THLV vs KAT

THOR Equal Weight Low Volatility ETF vs Scharf ETF

THLV

THOR Equal Weight Low Volatility ETF

THOR

Annual cost

0.64%

Fund size

$58M

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

Key differences

  • THLV costs 0.11% less per year.
  • KAT is significantly larger than THLV — 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

THLVKAT
Annual cost (TER)0.64%0.75%
Fund size (AUM)$58M$688M
Since20222011
Dividend yield1.64%0.39%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+19.7%N/A
CAGR 3Y+12.9%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.90N/A
Volatility 1Y9.92%
Max drawdown-13.15%-9.25%

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

Similar to THLV and KAT