FTIF vs. KAT

Last updated Aug 4, 2026

FTIF (First Trust Bloomberg Inflation Sensitive Equity ETF) and KAT (Scharf ETF) are both Large Cap Blend Equities funds. FTIF is passively managed, while KAT is actively managed. Their 0.39 correlation means their historical movements had little consistent relationship. FTIF charges 0.60%/yr vs 0.75%/yr for KAT.

Performance

FTIF vs. KAT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF) and Scharf ETF (KAT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, FTIF achieves a 23.66% return, which is significantly higher than KAT's 4.66% return.

FTIF

• 1D: -0.31%
• 1M: 4.18%
• 6M: 14.24%
• YTD: 23.66%
• 1Y: 33.50%
• 3Y*: 11.08%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 12.81%

KAT

• 1D: 1.00%
• 1M: 3.94%
• 6M: 3.62%
• YTD: 4.66%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF	$97.77K	$75.15K	$62.02K
KAT Scharf ETF	$588.79K	$636.43K	$705.00K

FTIF vs. KAT - Yearly Performance Comparison

	2026 (YTD)	2025
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF	23.66%	4.26%
KAT Scharf ETF	4.66%	0.85%

Correlation

The correlation between FTIF and KAT is 0.39, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (All Time) Calculated using the full available price history since Aug 25, 2025	0.39

FTIF vs. KAT - Sectors Allocation Comparison

Sectors	FTIF	KAT
Energy	39.0%	5.7%
Basic Materials	20.6%	3.0%
Industrials	18.2%	15.1%
Real Estate	13.8%	-
Technology	4.4%	13.2%
Consumer Cyclical	4.0%	4.7%
Communication Services	-	6.1%
Consumer Defensive	-	2.1%
Financial Services	-	27.0%
Healthcare	-	23.1%
Utilities	-	-

Return for Risk

FTIF vs. KAT — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FTIF

FTIF Risk / Return Rank: 89
FTIF Sharpe Ratio Rank: 89
FTIF Sortino Ratio Rank: 88
FTIF Omega Ratio Rank: 85
FTIF Calmar Ratio Rank: 95
FTIF Martin Ratio Rank: 91

KAT

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FTIF vs. KAT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF) and Scharf ETF (KAT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	FTIF	KAT	Difference
Sharpe ratio: Return per unit of total volatility	2.27	—	—
Sortino ratio: Return per unit of downside risk	3.14	—	—
Omega ratio: Gain probability vs. loss probability	1.39	—	—
Calmar ratio: Return relative to maximum drawdown	5.31	—	—
Martin ratio: Return relative to average drawdown	15.40	—	—

Drawdowns

FTIF vs. KAT - Drawdown Comparison

The maximum FTIF drawdown since its inception was -27.83%, which is greater than KAT's maximum drawdown of -9.25%. Use the drawdown chart below to compare losses from any high point for FTIF and KAT.

Drawdown Indicators

	FTIF	KAT	Difference
Max Drawdown Largest peak-to-trough decline	-27.83%	-9.25%	-18.58%
Max Drawdown (1Y) Largest decline over 1 year	-6.34%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-27.83%	—	—
Current Drawdown Current decline from peak	-2.20%	-0.91%	-1.29%
Average Drawdown Average peak-to-trough decline	-5.90%	-3.45%	-2.45%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.18%	—	—

Volatility

Volatility by Period

	FTIF	KAT	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.78%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.50%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.85%	10.51%	+4.34%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.72%	10.51%	+8.21%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.72%	10.51%	+8.21%

FTIF vs. KAT - Expense Ratio Comparison

FTIF has a 0.60% expense ratio, which is lower than KAT's 0.75% expense ratio.

Dividends

FTIF vs. KAT - Dividend Comparison

FTIF's dividend yield for the trailing twelve months is around 1.08%, more than KAT's 0.08% yield.

Position	TTM	2025	2024	2023
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF	1.08%	1.45%	2.88%	1.55%
KAT Scharf ETF	0.08%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both FTIF and KAT in my portfolio?

FTIF and KAT have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, FTIF or KAT?

On fees, FTIF is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, FTIF or KAT?

FTIF is cheaper with a 0.60% expense ratio, compared with 0.75% for KAT.

Which ETF pays a higher dividend yield, FTIF or KAT?

FTIF has the higher dividend yield at 1.08%, compared with 0.08% for KAT.

What is the main difference between FTIF and KAT?

They also come from different issuers: First Trust and Scharf Investments. Their fees differ too: 0.60% for FTIF and 0.75% for KAT.