KAT vs VOO
Scharf ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | KAT | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.03% | |
| AUM | $675M | $979.0B | |
| Dividend Yield | 0.48% | 1.09% | |
| Holdings | 38 | 509 | |
| YTD Return | +6.96% | +13.44% | |
| 1Y Return | +8.03% | +22.62% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 12.7% | 14.1% | |
| Max Drawdown | -9.3% | -34.3% | |
| Fund Family | Scharf Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 30, 2011 | Sep 7, 2010 |
KAT vs VOO Performance
Scharf ETF (KAT) is a ETF from Scharf Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year KAT returned +8.03% while VOO returned +22.62%. Year to date, KAT is up 6.96% versus a gain of 13.44% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.7% for KAT. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -9.3% for KAT and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
KAT charges 0.75% per year while VOO charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, KAT currently yields 0.48% against 1.09% for VOO.
Holdings Overlap
KAT and VOO share 23 holdings out of 515 unique holdings combined, representing a 14.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, KAT or VOO?
KAT has an expense ratio of 0.75% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, KAT or VOO?
Over the past year KAT returned +8.03% vs +22.62% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results.
Which is riskier, KAT or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 12.7% for KAT. Worst drawdown: KAT -9.3% vs VOO -34.3%.
Should I hold both KAT and VOO?
KAT and VOO have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KAT and VOO?
KAT and VOO share 23 common holdings with a 14.2% weight overlap. Combined, they hold 515 unique securities.
Which pays a higher dividend, KAT or VOO?
KAT yields 0.48% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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