KATvsETF 2ETF Comparison
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Choose a second ETF to run a side-by-side ETF comparison with KAT, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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KAT performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/17/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | KAT ETF 2 | +3.10%– | -0.35%– | +2.07%– | n/a– | n/a– | n/a– |
| Flows | KAT ETF 2 | -$9M– | -$28M– | -$66M– | -– | -– | -– |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | KAT ETF 2 | +9.70%– | n/a– | n/a– | n/a– |
| Max drawdown | KAT ETF 2 | -4.30%– | n/a– | n/a– | n/a– |
| Max drawdown duration | KAT ETF 2 | 87d– | n/a– | n/a– | n/a– |
Trading data
KAT | ETF 2 | |
Last sale 7/17/2026 at 1:30 PM | $55.95 | – |
| Previous close 07/16/2026 | $56.04 | – |
| Consolidated volume 07/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 7/17/2026 at 1:30 PM
Live
Closed
KAT | ETF 2 | |
|---|---|---|
| Last price | $55.95 | – |
| 1D performance | -0.16% | – |
| AuM | $668.42 M | – |
| E/R | 0.75% | – |
Characteristics
KAT | ETF 2 | |
|---|---|---|
| Management strategy | Active | – |
| Provider | Scharf Funds | – |
| Benchmark | - | – |
| N° of holdings | 105 | – |
| Asset class | - | – |
| Trailing 12m distribution yield | Join | Join |
| Inception date | August 25, 2025 | – |
| ESG | No | – |
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Exposure
Countries
KAT
USA
73.72%
Other
26.28%
ETF 2
Sectors
KAT
Healthcare
20.67%
Finance
17.82%
Technology
16.63%
Industrials
8.55%
Other
36.33%
ETF 2
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Diversification
KAT
Total weight of top 15 holdings out of 15
59.89%
ETF 2
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Top 15 holdings
Data as of May 31, 2026
KAT
Occidental Petroleum Corp.
6.39%
Union Pacific Corp.
5.48%
Markel Group, Inc.
5.04%
Amazon.com, Inc.
4.65%
Microsoft Corp.
4.57%
McKesson Corp.
4.05%
Meta Platforms, Inc.
4.01%
Chubb Ltd.
3.95%
Samsung Electronics Co., Ltd.
3.32%
Otis Worldwide Corp.
3.29%
Franco-Nevada Corp.
3.09%
Adobe, Inc.
3.07%
Centene Corp.
3.02%
Agilent Technologies, Inc.
2.99%
Visa, Inc.
2.97%
ETF 2
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