EUSB vs KAT

Comparison between ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF (EUSB, ETF) and SCHARF ETF (KAT, ETF).

EUSB vs KAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EUSB(ETF)	KAT(ETF)
Net Assets	$691M	$688M
Expense Ratio	0.12%	0.75%
Max Drawdown	21.72%	9.25%
Sharpe Ratio	0.16	-0.16
5Y Beta	0.04	0.55
P/E Ratio	N/A	25.02
Forward P/E	N/A	16.24
PEG Ratio	N/A	0.68
5Y Dividends CAGR	29.73%	N/A
Debt to Equity	N/A	12.93%
P/S Ratio	N/A	1.12
P/B Ratio	N/A	3.31

Net Assets

Winner

EUSB

$691M

KAT

$688M

Expense Ratio

Winner

EUSB

0.12%

KAT

0.75%

Max Drawdown

EUSB

21.72%

Winner

KAT

9.25%

Sharpe Ratio

Winner

EUSB

0.16

KAT

-0.16

5Y Beta

Winner

EUSB

0.04

KAT

0.55

P/E Ratio

EUSB

N/A

KAT

25.02

Forward P/E

EUSB

N/A

KAT

16.24

PEG Ratio

EUSB

N/A

KAT

0.68

5Y Dividends CAGR

EUSB

29.73%

KAT

N/A

Debt to Equity

EUSB

N/A

KAT

12.93%

P/S Ratio

EUSB

N/A

KAT

1.12

P/B Ratio

EUSB

N/A

KAT

3.31

EUSB vs KAT - Historical Returns

Returns include dividend reinvestment.

Period	EUSB	KAT
1 month	-0.22%	-0.39%
3 months	-0.92%	-2.71%
6 months	+0.20%	+1.76%
1 year	+4.42%	N/A
5 years(CAGR)	+0.28%	N/A
Max(CAGR)	+0.19%	+1.43%

Winner

EUSB

-0.22%

KAT

-0.39%

Winner

EUSB

-0.92%

KAT

-2.71%

EUSB

+0.20%

Winner

KAT

+1.76%

EUSB

+4.42%

KAT

N/A

5Y(CAGR)

EUSB

+0.28%

KAT

N/A

Max(CAGR)

EUSB

+0.19%

Winner

KAT

+1.43%

EUSB vs KAT - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	EUSB	KAT
2026	-0.02%	+0.14%
2025	+7.35%	+0.98%
2024	+2.26%	N/A
2023	+5.24%	N/A
2022	-12.12%	N/A
2021	-1.19%	N/A
2020	+1.68%	N/A

EUSB vs KAT Drawdown Comparison

The maximum drawdown for EUSB was -17.87%, occurring on Oct 20, 2022. Recovery took 1388 trading sessions.

The maximum drawdown for KAT was -9.25%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current EUSB drawdown is -1.65%. The current KAT drawdown is -5.21%.

Rank	EUSB	KAT
#1	-17.87% Aug 4, 2020 - Feb 12, 2026	-9.25% Mar 2, 2026 - Mar 27, 2026
#2	-2.48% Feb 27, 2026 - May 19, 2026	-7.55% Oct 6, 2025 - Feb 24, 2026
#3	-0.24% Jul 23, 2020 - Jul 30, 2020	-1.54% Sep 11, 2025 - Sep 22, 2025
#4	-0.16% Jul 9, 2020 - Jul 16, 2020	-1.08% Sep 22, 2025 - Sep 30, 2025
#5	-0.11% Feb 13, 2026 - Feb 23, 2026	-0.84% Aug 27, 2025 - Sep 9, 2025
#6	-0.07% Jun 26, 2020 - Jul 2, 2020	-0.37% Oct 1, 2025 - Oct 3, 2025
#7	-0.05% Jul 7, 2020 - Jul 9, 2020	-0.02% Aug 25, 2025 - Aug 27, 2025
#8	-0.04% Jul 2, 2020 - Jul 7, 2020	N/A
#9	-0.03% Feb 23, 2026 - Feb 26, 2026	N/A
#10	-0.01% Jul 30, 2020 - Aug 3, 2020	N/A