Screener
ZSC vs KAT
USCF Sustainable Commodity Strategy Fund vs Scharf ETF
Key differences
ZSC is an alternative ETF, while KAT is an equity ETF. ZSC charges 0.52% a year and KAT 0.75%.
- ZSC is an alternative fund, while KAT is an equity fund. They carry different risk/return profiles.
- ZSC follows a multi strategy strategy; KAT uses active selection.
- ZSC costs 0.23% less per year.
- KAT is much larger than ZSC. Larger funds are usually 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
| ZSC | KAT | |
|---|---|---|
| Annual cost (TER) | 0.52% | 0.75% |
| Fund size (AUM) | $3M | $682M |
| Since | 2023 | 2011 |
| Dividend yield | 1.60% | 0.39% |
| Asset class | alternative | equity |
| Region | — | — |
| Strategy | multi strategy | active selection |
| CAGR 1Y | +31.2% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 12.93% | — |
| Max drawdown | -26.49% | -9.25% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.