Screener
XRLX vs KAT
FundX Conservative ETF vs Scharf ETF
Key differences
- KAT costs 0.45% less per year.
- KAT is significantly larger than XRLX — larger funds tend to be more liquid and less likely to close.
- XRLX is classified as mixed asset, while KAT is equity — different risk/return profiles.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XRLX | KAT | |
|---|---|---|
| Annual cost (TER) | 1.20% | 0.75% |
| Fund size (AUM) | $51M | $688M |
| Since | 2002 | 2011 |
| Dividend yield | 2.68% | 0.39% |
| Asset class | mixed asset | equity |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.7% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 8.09% | — |
| Max drawdown | -15.34% | -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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