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YEAR vs KAT

AB Ultra Short Income ETF vs Scharf ETF

YEAR

AB Ultra Short Income ETF

AllianceBernstein

Annual cost

0.25%

Fund size

$1.5B

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

Key differences

  • YEAR costs 0.50% less per year.
  • YEAR is classified as fixed income, while KAT is equity — different risk/return profiles.
  • KAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

YEARKAT
Annual cost (TER)0.25%0.75%
Fund size (AUM)$1.5B$688M
Since20222011
Dividend yield4.21%0.39%
Asset classfixed incomeequity
Region
Strategyactive selectionactive selection
CAGR 1Y+3.9%N/A
CAGR 3Y+5.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.30N/A
Volatility 1Y0.77%
Max drawdown-0.79%-9.25%

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

Similar to YEAR and KAT