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 198 ETFs in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| JPMorgan BetaBuilders U.S. Equity ETF | 0.02% | 8.54B | Mar 2019 | KAT vs BBUS | |
| Global X U.S. 500 ETF | 0.02% | 4.51M | Sep 2025 | KAT vs GXLC | |
| Schwab U.S. Broad Market ETF | 0.03% | 43.10B | Nov 2009 | KAT vs SCHB | |
| iShares Core S&P Total U.S. Stock Market ETF | 0.03% | 93.53B | Jan 2004 | KAT vs ITOT | |
| Schwab 1000 Index ETF | 0.03% | 5.68B | Oct 2017 | KAT vs SCHK |
Best Risk-Adjusted Alternatives to KAT
Among 214 ETFs in the Large Cap Blend Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco RAFI Strategic US ETF | 90 | 1.04B | Sep 2018 | KAT vs IUS | |
| Mohr Company Nav ETF | 90 | — | Sep 2024 | KAT vs CNAV | |
| Return Stacked US Stocks & Futures Yield ETF | 89 | — | May 2024 | KAT vs RSSY | |
| Blackrock Large Cap Core ETF | 86 | 6.33B | Oct 2023 | KAT vs BLCR | |
| Pacer Swan SOS Conservative (December) ETF | 86 | 46.99M | Dec 2020 | KAT vs PSCX |
Top Performing KAT Alternatives (YTD)
KAT is at -2.36% YTD. There are 241 ETFs in the Large Cap Blend Equities category with higher YTD returns, going as high as 55.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Mohr Company Nav ETF | 55.93% | — | Sep 2024 | KAT vs CNAV | |
| Aztlan North America Nearshoring Stock Selection E... | 48.32% | 33.11M | Nov 2023 | KAT vs NRSH | |
| iShares MSCI USA Momentum Factor ETF | 38.19% | 28.16B | Apr 2013 | KAT vs MTUM | |
| ARS Focused Opportunities Strategy ETF | 36.79% | 293.98M | Jun 2025 | KAT vs AFOS | |
| Return Stacked US Stocks & Futures Yield ETF | 30.57% | — | May 2024 | KAT vs RSSY |
Lowest Volatility Alternatives to KAT
KAT has 10.62% 1-year volatility. There are 33 ETFs in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FT Vest Laddered Max Buffer ETF | 2.38% | — | Jun 2025 | KAT vs BUFH | |
| FT Vest Laddered Enhance & Moderate Buffer ETF | 4.04% | — | Jun 2025 | KAT vs BUFX | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | 4.47% | 457.76M | Jun 2020 | KAT vs DJUN | |
| Innovator U.S. Equity Ultra Buffer ETF - June | 4.55% | 171.95M | Jun 2019 | KAT vs UJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - May | 5.06% | 369.81M | May 2020 | KAT vs DMAY |
Lowest Drawdown Alternatives to KAT
Among 216 ETFs in the Large Cap Blend Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -2.84%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Innovator U.S. Equity Ultra Buffer ETF - June | -2.84% | 171.95M | Jun 2019 | KAT vs UJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | -3.15% | 457.76M | Jun 2020 | KAT vs DJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - May | -3.36% | 369.81M | May 2020 | KAT vs DMAY | |
| Bridges Capital Tactical ETF | -4.03% | 42.09M | May 2023 | KAT vs BDGS | |
| FT Cboe Vest U.S. Equity Buffer ETF - June | -4.13% | 1.89B | Jun 2020 | KAT vs FJUN |
Other ETFs from Scharf Investments
The 1 most viewed Scharf Investments ETFs shown here include GKAT and span 1 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 | — | 6.44% | 132.00M | Oct 2014 | KAT vs GKAT |
Often Compared With KAT
Investors most often compare KAT with TEXN, USPX, FTIF. 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