KAT vs FIIG

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

KAT vs FIIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

KAT

$682M

FIIG

$680M

Expense Ratio

KAT

0.75%

Winner

FIIG

0.49%

Max Drawdown

KAT

9.25%

Winner

FIIG

6.62%

Sharpe Ratio

KAT

-0.37

Winner

FIIG

0.23

5Y Beta

KAT

0.54

Winner

FIIG

0.09

P/E Ratio

KAT

24.80

FIIG

N/A

Forward P/E

KAT

16.75

FIIG

N/A

PEG Ratio

KAT

0.48

FIIG

N/A

5Y EPS CAGR

KAT

16.67%

FIIG

N/A

Debt to Equity

KAT

33.51%

FIIG

N/A

KAT vs FIIG - Historical Returns

Returns include dividend reinvestment.

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

KAT

-2.23%

Winner

FIIG

+1.32%

KAT

-0.70%

Winner

FIIG

+0.80%

KAT

-0.59%

Winner

FIIG

-0.10%

KAT

-0.63%

Winner

FIIG

+4.70%

Max(CAGR)

KAT

-0.77%

Winner

FIIG

+6.08%

KAT vs FIIG - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

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

KAT vs FIIG 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 FIIG was -5.50%, occurring on Oct 19, 2023. Recovery took 73 trading sessions.

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

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