Scharf ETF (KAT) belongs to the Large Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with KAT. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to KAT
KAT charges 0.75% annually. There are 201 ETFs in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Global X U.S. 500 ETF | 0.02% | 4.50M | Sep 2025 | KAT vs GXLC | |
| JPMorgan BetaBuilders U.S. Equity ETF | 0.02% | 8.89B | Mar 2019 | KAT vs BBUS | |
| Schwab U.S. Broad Market ETF | 0.03% | 43.26B | Nov 2009 | KAT vs SCHB | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.03% | 13.48B | Oct 2000 | KAT vs SPTM | |
| Franklin U.S. Equity Index ETF | 0.03% | 2.00B | Jun 2016 | KAT vs USPX |
Best Risk-Adjusted Alternatives to KAT
Among 199 ETFs in the Large Cap Blend Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Avantis Inflation Focused Equity ETF | 96 | 12.36M | Sep 2022 | KAT vs AVIE | |
| Invesco RAFI Strategic US ETF | 96 | 927.09M | Sep 2018 | KAT vs IUS | |
| ARS Focused Opportunities Strategy ETF | 94 | 293.98M | Jun 2025 | KAT vs AFOS | |
| PIMCO RAFI ESG U.S. ETF | 93 | 160.47M | Dec 2019 | KAT vs RAFE | |
| Essential 40 Stock ETF | 93 | 180.66M | Jun 2014 | KAT vs ESN |
Top Performing KAT Alternatives (YTD)
KAT is at 3.63% YTD. There are 208 ETFs in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Aztlan North America Nearshoring Stock Selection E... | 33.68% | 33.11M | Nov 2023 | KAT vs NRSH | |
| Return Stacked US Stocks & Futures Yield ETF | 29.79% | — | May 2024 | KAT vs RSSY | |
| ARS Focused Opportunities Strategy ETF | 27.82% | 293.98M | Jun 2025 | KAT vs AFOS | |
| Mohr Company Nav ETF | 24.51% | — | Sep 2024 | KAT vs CNAV | |
| First Trust Bloomberg Inflation Sensitive Equity E... | 24.04% | 5.62M | Mar 2023 | KAT vs FTIF |
Lowest Volatility Alternatives to KAT
KAT has 10.48% 1-year volatility. There are 11 ETFs in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 7.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Azoria 500 Meritocracy ETF | 7.57% | — | Jul 2025 | KAT vs SPXM | |
| 6 Meridian Mega Cap Equity ETF | 9.05% | 402.23M | May 2020 | KAT vs SIXA | |
| Liberty One Spectrum ETF | 9.38% | 65.78M | Sep 2025 | KAT vs SPCT | |
| ALPS Equal Sector Weight ETF | 9.50% | 744.97M | Jul 2009 | KAT vs EQL | |
| T. Rowe Price Dividend Growth ETF | 9.74% | 1.42B | Aug 2020 | KAT vs TDVG |
Lowest Drawdown Alternatives to KAT
Among 199 ETFs in the Large Cap Blend Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -4.97%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Avantis Inflation Focused Equity ETF | -4.97% | 12.36M | Sep 2022 | KAT vs AVIE | |
| Azoria 500 Meritocracy ETF | -5.08% | — | Jul 2025 | KAT vs SPXM | |
| 6 Meridian Mega Cap Equity ETF | -5.59% | 402.23M | May 2020 | KAT vs SIXA | |
| Invesco RAFI Strategic US ETF | -6.15% | 927.09M | Sep 2018 | KAT vs IUS | |
| ALPS Equal Sector Weight ETF | -6.19% | 744.97M | Jul 2009 | KAT vs EQL |
Other ETFs from Scharf Investments
The 1 most viewed Scharf Investments ETFs shown here include GKAT and span 2 categories. AUM among these funds goes as high as $132M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Scharf Global Opportunity ETF | Global Equities, Actively Managed | — | 8.41% | 132.00M | Oct 2014 | KAT vs GKAT |
Often Compared With KAT
Investors most often compare KAT with UJUN, TEXN, FJUN. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare KAT with Any Fund or Stock
Compare KAT with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair KAT with funds that move differently
Scharf ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KAT.
Explore KAT Diversifiers