KAT vs EES
Comparison between SCHARF ETF (KAT, ETF) and WISDOMTREE U.S. SMALLCAP FUND (EES, ETF).
KAT vs EES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KAT
$688M
Winner
EES
$690M
Expense Ratio
KAT
0.75%
Winner
EES
0.38%
Max Drawdown
Winner
KAT
9.25%
EES
64.55%
Sharpe Ratio
KAT
-0.16
Winner
EES
1.40
5Y Beta
Winner
KAT
0.55
EES
0.96
P/E Ratio
KAT
25.02
Winner
EES
21.49
Forward P/E
KAT
16.24
Winner
EES
11.50
PEG Ratio
KAT
0.68
EES
N/A
5Y Dividends CAGR
KAT
N/A
EES
13.87%
5Y EPS CAGR
KAT
N/A
EES
10.62%
Debt to Equity
Winner
KAT
12.93%
EES
203.27%
P/S Ratio
KAT
1.12
Winner
EES
1.06
P/B Ratio
KAT
3.31
Winner
EES
1.76
KAT vs EES - Holdings Comparison
KAT and EES have 1 common holdings. Overlap is 0.00%
KAT's top 25 holdings weight is 76.33%. EES's top 25 holdings weight is 15.18%.
| Rank | KAT | EES |
|---|---|---|
| #1 | OCCIDENTAL PETROLEUM CORP (OXY) - 6.39% | n/a (VG) - 1.49% |
| #2 | UNION PACIFIC CORP (UNP) - 5.48% | ORGANON & CO ORDINARY SHARES (OGN) - 0.87% |
| #3 | MARKEL GROUP INC (MKL) - 5.04% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.75% |
| #4 | AMAZON.COM INC (AMZN) - 4.65% | CRESCENT ENERGY CO CLASS A (CRGY) - 0.74% |
| #5 | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (n/a) - 4.57% | MATSON INC (MATX) - 0.73% |
| #6 | MICROSOFT CORP (MSFT) - 4.57% | BGC GROUP INC ORDINARY SHARES CLASS A (BGC) - 0.66% |
| #7 | MCKESSON CORP (MCK) - 4.05% | AVIENT CORP (AVNT) - 0.62% |
| #8 | META PLATFORMS INC CLASS A (META) - 4.01% | NABORS INDUSTRIES LTD (NBR) - 0.62% |
| #9 | CHUBB LTD (CB) - 3.95% | FIVE9 INC (FIVN) - 0.62% |
| #10 | FIRST AMERICAN TREASURY OBLIGS Z (FUZXX) - 3.79% | VIRTU FINANCIAL INC CLASS A (VIRT) - 0.61% |
| #11 | SAMSUNG ELECTRONICS CO LTD PARTICIPATING PREFERRED (n/a) - 3.32% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.60% |
| #12 | OTIS WORLDWIDE CORP ORDINARY SHARES (OTIS) - 3.29% | UNITI GROUP INC (UNIT) - 0.60% |
| #13 | FRANCO-NEVADA CORP (n/a) - 3.09% | RINGCENTRAL INC CLASS A (RNG) - 0.58% |
| #14 | ADOBE INC (ADBE) - 3.07% | LEVI STRAUSS & CO CLASS A (LEVI) - 0.57% |
| #15 | CENTENE CORP (CNC) - 3.02% | CABOT CORP (CBT) - 0.53% |
| #16 | AGILENT TECHNOLOGIES INC (A) - 2.99% | THE WESTERN UNION CO (WU) - 0.50% |
| #17 | VISA INC CLASS A (V) - 2.97% | HARLEY-DAVIDSON INC (HOG) - 0.49% |
| #18 | ZOETIS INC CLASS A (ZTS) - 2.78% | STRIDE INC (LRN) - 0.48% |
| #19 | CME GROUP INC CLASS A (CME) - 2.69% | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 0.48% |
| #20 | UNITEDHEALTH GROUP INC (UNH) - 2.61% | FIRST BANCORP (FBP) - 0.46% |
| #21 | N/A | NORTHERN OIL & GAS INC (NOG) - 0.46% |
| #22 | N/A | n/a (ASO) - 0.45% |
| #23 | N/A | CLEANSPARK INC (CLSK) - 0.44% |
| #24 | N/A | PERDOCEO EDUCATION CORP (PRDO) - 0.42% |
| #25 | N/A | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.41% |
| Total Holdings | 20 | 887 |
KAT vs EES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KAT
-0.39%
EES
-0.73%
3M
KAT
-2.71%
Winner
EES
+7.25%
6M
KAT
+1.76%
Winner
EES
+12.25%
1Y
KAT
N/A
EES
+30.60%
5Y(CAGR)
KAT
N/A
EES
+6.24%
10Y(CAGR)
KAT
N/A
EES
+10.51%
Max(CAGR)
KAT
+1.43%
Winner
EES
+8.59%
KAT vs EES - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | KAT | EES |
|---|---|---|
| 2026 | +0.14% | +12.44% |
| 2025 | +0.98% | +7.56% |
| 2024 | N/A | +10.65% |
| 2023 | N/A | +18.38% |
| 2022 | N/A | -17.08% |
| 2021 | N/A | +35.62% |
| 2020 | N/A | +3.35% |
| 2019 | N/A | +19.53% |
| 2018 | N/A | -10.99% |
| 2017 | N/A | +11.87% |
| 2016 | N/A | +32.94% |
| 2015 | N/A | -6.19% |
| 2014 | N/A | +3.60% |
| 2013 | N/A | +41.33% |
| 2012 | N/A | +13.08% |
| 2011 | N/A | -3.47% |
| 2010 | N/A | +23.75% |
| 2009 | N/A | +44.04% |
| 2008 | N/A | -30.66% |
| 2007 | N/A | -15.14% |
KAT vs EES Drawdown Comparison
The maximum drawdown for KAT was -9.25%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for EES was -63.64%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The current KAT drawdown is -5.21%. The current EES drawdown is -1.47%.
| Rank | KAT | EES |
|---|---|---|
| #1 | -9.25% Mar 2, 2026 - Mar 27, 2026 | -63.64% Jun 4, 2007 - Nov 4, 2010 |
| #2 | -7.55% Oct 6, 2025 - Feb 24, 2026 | -50.52% Aug 27, 2018 - Jan 6, 2021 |
| #3 | -1.54% Sep 11, 2025 - Sep 22, 2025 | -27.15% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -1.08% Sep 22, 2025 - Sep 30, 2025 | -26.14% Jul 7, 2011 - Feb 1, 2012 |
| #5 | -0.84% Aug 27, 2025 - Sep 9, 2025 | -25.81% Nov 12, 2021 - Jul 16, 2024 |
| #6 | -0.37% Oct 1, 2025 - Oct 3, 2025 | -24.93% Jun 23, 2015 - Nov 10, 2016 |
| #7 | -0.02% Aug 25, 2025 - Aug 27, 2025 | -14.91% Mar 26, 2012 - Sep 13, 2012 |
| #8 | N/A | -12.40% Jul 3, 2014 - Feb 19, 2015 |
| #9 | N/A | -11.27% Sep 14, 2012 - Jan 2, 2013 |
| #10 | N/A | -10.22% Jul 31, 2024 - Sep 19, 2024 |
| #11 | N/A | -10.15% Jun 8, 2021 - Nov 1, 2021 |
| #12 | N/A | -9.04% Apr 29, 2011 - Jul 7, 2011 |
| #13 | N/A | -8.69% Jan 22, 2018 - May 17, 2018 |
| #14 | N/A | -8.15% Mar 12, 2021 - May 7, 2021 |
| #15 | N/A | -8.10% Dec 31, 2013 - Mar 4, 2014 |
Correlation
Correlation between KAT and EES is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.
0.29
-101
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