KAT vs. CNAV
KAT (Scharf ETF) and CNAV (Mohr Company Nav ETF) are both Large Cap Blend Equities funds. Both are actively managed. At a 0.24 correlation, their price movements are largely independent. KAT charges 0.75%/yr vs 1.31%/yr for CNAV.
Performance
KAT vs. CNAV - Performance Comparison
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Returns By Period
In the year-to-date period, KAT achieves a 1.97% return, which is significantly lower than CNAV's 27.65% return.
KAT
- 1D
- 0.56%
- 1M
- 1.44%
- 6M
- -0.06%
- YTD
- 1.97%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CNAV
- 1D
- -4.58%
- 1M
- -11.37%
- 6M
- 20.70%
- YTD
- 27.65%
- 1Y
- 46.05%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
KAT vs. CNAV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
KAT Scharf ETF | 1.97% | 0.85% |
CNAV Mohr Company Nav ETF | 27.65% | 9.08% |
Correlation
The correlation between KAT and CNAV is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 25, 2025 | 0.24 |
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Return for Risk
KAT vs. CNAV — Risk / Return Rank
KAT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
CNAV
KAT vs. CNAV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Scharf ETF (KAT) and Mohr Company Nav ETF (CNAV). 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.
| KAT | CNAV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.26 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.55 | — |
| Martin ratioReturn relative to average drawdown | — | 11.12 | — |
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Drawdowns
KAT vs. CNAV - Drawdown Comparison
The maximum KAT drawdown since its inception was -9.25%, smaller than the maximum CNAV drawdown of -30.06%. Use the drawdown chart below to compare losses from any high point for KAT and CNAV.
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Drawdown Indicators
| KAT | CNAV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.25% | -30.06% | +20.81% |
Max Drawdown (1Y)Largest decline over 1 year | — | -18.14% | — |
Current DrawdownCurrent decline from peak | -3.46% | -18.14% | +14.68% |
Average DrawdownAverage peak-to-trough decline | -3.46% | -5.52% | +2.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.15% | — |
Volatility
KAT vs. CNAV - Volatility Comparison
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Volatility by Period
| KAT | CNAV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 18.16% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 30.01% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.55% | 32.77% | -22.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.55% | 30.85% | -20.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.55% | 30.85% | -20.30% |
KAT vs. CNAV - Expense Ratio Comparison
KAT has a 0.75% expense ratio, which is lower than CNAV's 1.31% expense ratio.
Dividends
KAT vs. CNAV - Dividend Comparison
KAT's dividend yield for the trailing twelve months is around 0.08%, while CNAV has not paid dividends to shareholders.
| Position | TTM |
|---|---|
CNAV Mohr Company Nav ETF | 0.00% |
KAT Scharf ETF | 0.08% |
Frequently Asked Questions
KAT and CNAV have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, KAT is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.
KAT is cheaper with a 0.75% expense ratio, compared with 1.31% for CNAV.
KAT has the higher dividend yield at 0.08%, compared with 0.00% for CNAV.
They also come from different issuers: Scharf Investments and Mohr. Their fees differ too: 0.75% for KAT and 1.31% for CNAV.
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