FIIG vs KAT

Comparison between FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF (FIIG, ETF) and SCHARF ETF (KAT, ETF).

FIIG vs KAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FIIG(ETF)	KAT(ETF)
Net Assets	$680M	$682M
Expense Ratio	0.49%	0.75%
Max Drawdown	6.62%	9.25%
Sharpe Ratio	0.23	-0.37
5Y Beta	0.09	0.54
P/E Ratio	N/A	24.80
Forward P/E	N/A	16.75
PEG Ratio	N/A	0.48
5Y EPS CAGR	N/A	16.67%
Debt to Equity	N/A	33.51%

Net Assets

FIIG

$680M

Winner

KAT

$682M

Expense Ratio

Winner

FIIG

0.49%

KAT

0.75%

Max Drawdown

Winner

FIIG

6.62%

KAT

9.25%

Sharpe Ratio

Winner

FIIG

0.23

KAT

-0.37

5Y Beta

Winner

FIIG

0.09

KAT

0.54

P/E Ratio

FIIG

N/A

KAT

24.80

Forward P/E

FIIG

N/A

KAT

16.75

PEG Ratio

FIIG

N/A

KAT

0.48

5Y EPS CAGR

FIIG

N/A

KAT

16.67%

Debt to Equity

FIIG

N/A

KAT

33.51%

FIIG vs KAT - Historical Returns

Returns include dividend reinvestment.

Period	FIIG	KAT
1 month	+1.32%	-2.23%
3 months	+0.80%	-0.70%
6 months	-0.10%	-0.59%
1 year	+4.70%	-0.63%
Max(CAGR)	+6.08%	-0.77%

Winner

FIIG

+1.32%

KAT

-2.23%

Winner

FIIG

+0.80%

KAT

-0.70%

Winner

FIIG

-0.10%

KAT

-0.59%

Winner

FIIG

+4.70%

KAT

-0.63%

Max(CAGR)

Winner

FIIG

+6.08%

KAT

-0.77%

FIIG vs KAT - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	FIIG	KAT
2026	+0.01%	-1.58%
2025	+8.59%	+0.98%
2024	+2.74%	N/A
2023	+6.83%	N/A

FIIG vs KAT Drawdown Comparison

The maximum drawdown for FIIG was -5.50%, occurring on Oct 19, 2023. Recovery took 73 trading sessions.

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

The current FIIG drawdown is -1.15%. The current KAT drawdown is -6.84%.

Rank	FIIG	KAT
#1	-5.50% Aug 8, 2023 - Nov 20, 2023	-9.25% Mar 2, 2026 - Mar 27, 2026
#2	-5.23% Sep 24, 2024 - Jun 24, 2025	-7.55% Oct 6, 2025 - Feb 24, 2026
#3	-3.69% Dec 27, 2023 - Jun 13, 2024	-1.54% Sep 11, 2025 - Sep 22, 2025
#4	-3.15% Feb 26, 2026 - Mar 27, 2026	-1.08% Sep 22, 2025 - Sep 30, 2025
#5	-1.68% Oct 22, 2025 - Feb 10, 2026	-0.84% Aug 27, 2025 - Sep 9, 2025
#6	-1.38% Jun 25, 2024 - Jul 5, 2024	-0.37% Oct 1, 2025 - Oct 3, 2025
#7	-1.23% Aug 2, 2024 - Aug 14, 2024	-0.02% Aug 25, 2025 - Aug 27, 2025
#8	-1.14% Jul 1, 2025 - Jul 29, 2025	N/A
#9	-0.89% Sep 15, 2025 - Oct 14, 2025	N/A
#10	-0.81% Jul 16, 2024 - Jul 31, 2024	N/A
#11	-0.66% Aug 23, 2024 - Sep 4, 2024	N/A
#12	-0.61% Nov 29, 2023 - Dec 1, 2023	N/A
#13	-0.52% Aug 27, 2025 - Sep 4, 2025	N/A
#14	-0.49% Dec 7, 2023 - Dec 13, 2023	N/A
#15	-0.44% Sep 13, 2024 - Sep 24, 2024	N/A