KAT vs. DJUN
KAT (Scharf ETF) and DJUN (FT Cboe Vest U.S. Equity Deep Buffer ETF - June) are both Large Cap Blend Equities funds. KAT is actively managed, while DJUN is passively managed. A 0.57 correlation means they provide meaningful diversification when combined. KAT charges 0.75%/yr vs 0.85%/yr for DJUN.
Performance
KAT vs. DJUN - Performance Comparison
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Returns By Period
In the year-to-date period, KAT achieves a 1.07% return, which is significantly lower than DJUN's 3.79% return.
KAT
- 1D
- 0.70%
- 1M
- 0.55%
- YTD
- 1.07%
- 6M
- 2.87%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DJUN
- 1D
- 0.01%
- 1M
- 0.71%
- YTD
- 3.79%
- 6M
- 4.47%
- 1Y
- 10.96%
- 3Y*
- 11.39%
- 5Y*
- 8.20%
- 10Y*
- —
KAT vs. DJUN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
KAT Scharf ETF | 1.07% | 0.98% |
DJUN FT Cboe Vest U.S. Equity Deep Buffer ETF - June | 3.79% | 3.30% |
Correlation
The correlation between KAT and DJUN is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 26, 2025 | 0.57 |
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Return for Risk
KAT vs. DJUN — Risk / Return Rank
KAT
DJUN
KAT vs. DJUN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Scharf ETF (KAT) and FT Cboe Vest U.S. Equity Deep Buffer ETF - June (DJUN). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| KAT | DJUN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.23 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.97 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 1.04 | -0.79 |
Drawdowns
KAT vs. DJUN - Drawdown Comparison
The maximum KAT drawdown since its inception was -9.25%, smaller than the maximum DJUN drawdown of -11.96%. Use the drawdown chart below to compare losses from any high point for KAT and DJUN.
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Drawdown Indicators
| KAT | DJUN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.25% | -11.96% | +2.71% |
Max Drawdown (1Y)Largest decline over 1 year | — | -3.15% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -11.96% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -11.96% | — |
Current DrawdownCurrent decline from peak | -4.31% | 0.00% | -4.31% |
Average DrawdownAverage peak-to-trough decline | -3.21% | -1.59% | -1.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.53% | — |
Volatility
KAT vs. DJUN - Volatility Comparison
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Volatility by Period
| KAT | DJUN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.20% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 3.55% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.48% | 4.98% | +5.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.48% | 8.52% | +1.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.48% | 8.06% | +2.42% |
KAT vs. DJUN - Expense Ratio Comparison
KAT has a 0.75% expense ratio, which is lower than DJUN's 0.85% expense ratio.
Dividends
KAT vs. DJUN - Dividend Comparison
Neither KAT nor DJUN has paid dividends to shareholders.
Frequently Asked Questions
KAT and DJUN have a correlation of 0.57, 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 0.85% for DJUN.
KAT and DJUN have nearly identical dividend yields, around 0.00%.
They also come from different issuers: Scharf Investments and First Trust. Their fees differ too: 0.75% for KAT and 0.85% for DJUN.
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