KAT vs NVDU
Comparison between SCHARF ETF (KAT, ETF) and DIREXION DAILY NVDA BULL 2X SHARES (NVDU, ETF).
KAT vs NVDU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
KAT vs NVDU - Holdings Comparison
KAT and NVDU have 0 common holdings. Overlap is 0.00%
KAT's top 25 holdings weight is 89.21%. NVDU's top 25 holdings weight is 10.11%.
| Rank | KAT | NVDU |
|---|---|---|
| #1 | OCCIDENTAL PETROLEUM CORP (OXY) - 6.26% | NVIDIA CORP (NVDA) - 10.11% |
| #2 | UNION PACIFIC CORP (UNP) - 5.46% | N/A |
| #3 | MARKEL GROUP INC (MKL) - 4.90% | N/A |
| #4 | FIRST AMERICAN TREASURY OBLIGS Z (FUZXX) - 4.76% | N/A |
| #5 | AMAZON.COM INC (AMZN) - 4.55% | N/A |
| #6 | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (n/a) - 4.50% | N/A |
| #7 | MICROSOFT CORP (MSFT) - 4.42% | N/A |
| #8 | MCKESSON CORP (MCK) - 4.20% | N/A |
| #9 | CHUBB LTD (CB) - 3.93% | N/A |
| #10 | META PLATFORMS INC CLASS A (META) - 3.81% | N/A |
| #11 | SAMSUNG ELECTRONICS CO LTD PARTICIPATING PREFERRED (n/a) - 3.61% | N/A |
| #12 | AGILENT TECHNOLOGIES INC (A) - 3.50% | N/A |
| #13 | CENTENE CORP (CNC) - 3.48% | N/A |
| #14 | OTIS WORLDWIDE CORP ORDINARY SHARES (OTIS) - 3.21% | N/A |
| #15 | ADOBE INC (ADBE) - 3.02% | N/A |
| #16 | VISA INC CLASS A (V) - 2.94% | N/A |
| #17 | UNITEDHEALTH GROUP INC (UNH) - 2.85% | N/A |
| #18 | FRANCO-NEVADA CORP (FNV) - 2.85% | N/A |
| #19 | ZOETIS INC CLASS A (ZTS) - 2.84% | N/A |
| #20 | AON PLC CLASS A (AON) - 2.59% | N/A |
| #21 | U-HAUL HOLDING CO ORDINARY SHARES SERIES N (UHAL-B) - 2.53% | N/A |
| #22 | CME GROUP INC CLASS A (CME) - 2.43% | N/A |
| #23 | MARSH (MRSH) - 2.21% | N/A |
| #24 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.18% | N/A |
| #25 | STRYKER CORP (SYK) - 2.18% | N/A |
| Total Holdings | 36 | 1 |
KAT vs NVDU - Historical Returns
Returns include dividend reinvestment.
KAT vs NVDU - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | KAT | NVDU |
|---|---|---|
| 2026 | -1.58% | +11.13% |
| 2025 | +0.98% | +26.02% |
| 2024 | N/A | +306.56% |
| 2023 | N/A | +9.94% |
KAT vs NVDU 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 NVDU was -67.16%, occurring on Apr 4, 2025. Recovery took 170 trading sessions.
The current KAT drawdown is -6.84%. The current NVDU drawdown is -22.50%.
| Rank | KAT | NVDU |
|---|---|---|
| #1 | -9.25% Mar 2, 2026 - Mar 27, 2026 | -67.16% Nov 7, 2024 - Jul 17, 2025 |
| #2 | -7.55% Oct 6, 2025 - Feb 24, 2026 | -51.16% Jun 18, 2024 - Nov 7, 2024 |
| #3 | -1.54% Sep 11, 2025 - Sep 22, 2025 | -42.26% Oct 29, 2025 - May 12, 2026 |
| #4 | -1.08% Sep 22, 2025 - Sep 30, 2025 | -35.98% Mar 25, 2024 - May 23, 2024 |
| #5 | -0.84% Aug 27, 2025 - Sep 9, 2025 | -29.33% May 14, 2026 - Jun 10, 2026 |
| #6 | -0.37% Oct 1, 2025 - Oct 3, 2025 | -21.21% Oct 12, 2023 - Nov 10, 2023 |
| #7 | -0.02% Aug 25, 2025 - Aug 27, 2025 | -17.95% Aug 12, 2025 - Sep 30, 2025 |
| #8 | N/A | -14.77% Sep 14, 2023 - Oct 11, 2023 |
| #9 | N/A | -14.69% Nov 20, 2023 - Jan 8, 2024 |
| #10 | N/A | -13.28% Oct 9, 2025 - Oct 28, 2025 |
| #11 | N/A | -12.93% Feb 14, 2024 - Feb 22, 2024 |
| #12 | N/A | -11.03% Mar 7, 2024 - Mar 22, 2024 |
| #13 | N/A | -8.88% May 29, 2024 - Jun 4, 2024 |
| #14 | N/A | -7.04% Jul 17, 2025 - Jul 24, 2025 |
| #15 | N/A | -6.57% Jul 30, 2025 - Aug 4, 2025 |
Correlation
Correlation between KAT and NVDU is -0.09 which considered as a very weak or no correlation - the stocks move independently of each other.
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