KAT vs EUSB

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

KAT vs EUSB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

KAT

$688M

Winner

EUSB

$691M

Expense Ratio

KAT

0.75%

Winner

EUSB

0.12%

Max Drawdown

Winner

KAT

9.25%

EUSB

21.72%

Sharpe Ratio

KAT

-0.16

Winner

EUSB

0.16

5Y Beta

KAT

0.55

Winner

EUSB

0.04

P/E Ratio

KAT

25.02

EUSB

N/A

Forward P/E

KAT

16.24

EUSB

N/A

PEG Ratio

KAT

0.68

EUSB

N/A

5Y Dividends CAGR

KAT

N/A

EUSB

29.73%

Debt to Equity

KAT

12.93%

EUSB

N/A

P/S Ratio

KAT

1.12

EUSB

N/A

P/B Ratio

KAT

3.31

EUSB

N/A

KAT vs EUSB - Historical Returns

Returns include dividend reinvestment.

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

KAT

-0.39%

Winner

EUSB

-0.22%

KAT

-2.71%

Winner

EUSB

-0.92%

Winner

KAT

+1.76%

EUSB

+0.20%

KAT

N/A

EUSB

+4.42%

5Y(CAGR)

KAT

N/A

EUSB

+0.28%

Max(CAGR)

Winner

KAT

+1.43%

EUSB

+0.19%

KAT vs EUSB - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

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

KAT vs EUSB 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 EUSB was -17.87%, occurring on Oct 20, 2022. Recovery took 1388 trading sessions.

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

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