Skip to content
Beacon
Screener

WZRD vs KAT

Opportunistic Trader ETF vs Scharf ETF

WZRD

Opportunistic Trader ETF

Tuttle Capital Management, LLC

Annual cost

1.00%

Fund size

$4M

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

Key differences

  • KAT costs 0.25% less per year.
  • KAT is significantly larger than WZRD — larger funds tend to be more liquid and less likely to close.
  • WZRD is classified as alternative, while KAT is equity — different risk/return profiles.
  • WZRD follows a structured outcome strategy; KAT uses active selection.
  • KAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WZRDKAT
Annual cost (TER)1.00%0.75%
Fund size (AUM)$4M$688M
Since20252011
Dividend yield0.39%
Asset classalternativeequity
Regionnorth america
Strategystructured outcomeactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-71.81%-9.25%

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

Similar to WZRD and KAT