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 205 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% | 4.56M | Sep 2025 | KAT vs GXLC | |
| JPMorgan BetaBuilders U.S. Equity ETF | 0.02% | 8.68B | Mar 2019 | KAT vs BBUS | |
| Franklin U.S. Equity Index ETF | 0.03% | 2.01B | Jun 2016 | KAT vs USPX | |
| Schwab 1000 Index ETF | 0.03% | 5.77B | Oct 2017 | KAT vs SCHK | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.03% | 13.65B | Oct 2000 | KAT vs SPTM |
Best Risk-Adjusted Alternatives to KAT
Among 209 ETFs in the Large Cap Blend Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ARS Focused Opportunities Strategy ETF | 95 | 293.98M | Jun 2025 | KAT vs AFOS | |
| Invesco RAFI Strategic US ETF | 93 | 894.46M | Sep 2018 | KAT vs IUS | |
| Return Stacked US Stocks & Futures Yield ETF | 93 | — | May 2024 | KAT vs RSSY | |
| Avantis Inflation Focused Equity ETF | 90 | 10.66M | Sep 2022 | KAT vs AVIE | |
| PIMCO RAFI ESG U.S. ETF | 88 | 160.47M | Dec 2019 | KAT vs RAFE |
Top Performing KAT Alternatives (YTD)
KAT is at 1.77% YTD. There are 225 ETFs in the Large Cap Blend Equities category with higher YTD returns, going as high as 42.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Aztlan North America Nearshoring Stock Selection E... | 42.93% | 33.11M | Nov 2023 | KAT vs NRSH | |
| Mohr Company Nav ETF | 41.21% | — | Sep 2024 | KAT vs CNAV | |
| Return Stacked US Stocks & Futures Yield ETF | 32.86% | — | May 2024 | KAT vs RSSY | |
| ARS Focused Opportunities Strategy ETF | 31.41% | 293.98M | Jun 2025 | KAT vs AFOS | |
| iShares MSCI USA Momentum Factor ETF | 28.81% | 27.36B | Apr 2013 | KAT vs MTUM |
Lowest Volatility Alternatives to KAT
KAT has 10.63% 1-year volatility. There are 19 ETFs in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 6.35%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Bridges Capital Tactical ETF | 6.35% | 42.09M | May 2023 | KAT vs BDGS | |
| Azoria 500 Meritocracy ETF | 7.68% | — | Jul 2025 | KAT vs SPXM | |
| iShares MSCI USA Min Vol Factor ETF | 8.51% | 23.36B | Oct 2011 | KAT vs USMV | |
| 6 Meridian Mega Cap Equity ETF | 8.92% | 402.23M | May 2020 | KAT vs SIXA | |
| SEI Enhanced Low Volatility US Large Cap ETF | 9.25% | 168.13M | May 2022 | KAT vs SELV |
Lowest Drawdown Alternatives to KAT
Among 209 ETFs in the Large Cap Blend Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -4.03%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Bridges Capital Tactical ETF | -4.03% | 42.09M | May 2023 | KAT vs BDGS | |
| Avantis Inflation Focused Equity ETF | -4.97% | 10.66M | 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 | |
| SEI Enhanced Low Volatility US Large Cap ETF | -5.92% | 168.13M | May 2022 | KAT vs SELV |
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 | — | 8.14% | 132.00M | Oct 2014 | KAT vs GKAT |
Often Compared With KAT
Investors most often compare KAT with UJUN, TEXN, SCHB. These 20 comparison targets span 4 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