KAT vs PLTU
Comparison between SCHARF ETF (KAT, ETF) and T-REX 2X LONG PLTR DAILY TARGET ETF (PLTU, ETF).
KAT vs PLTU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
KAT vs PLTU - Holdings Comparison
KAT and PLTU have 0 common holdings. Overlap is 0.00%
KAT's top 25 holdings weight is 89.21%. PLTU's top 25 holdings weight is 23.31%.
| Rank | KAT | PLTU |
|---|---|---|
| #1 | OCCIDENTAL PETROLEUM CORP (OXY) - 6.26% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 23.31% |
| #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 PLTU - Historical Returns
Returns include dividend reinvestment.
KAT vs PLTU - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | KAT | PLTU |
|---|---|---|
| 2026 | -1.58% | -51.67% |
| 2025 | +0.98% | +223.76% |
| 2024 | N/A | +6.41% |
KAT vs PLTU 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 PLTU was -70.59%, occurring on Jun 12, 2026. This drawdown has not yet recovered.
The current KAT drawdown is -6.84%. The current PLTU drawdown is -70.52%.
| Rank | KAT | PLTU |
|---|---|---|
| #1 | -9.25% Mar 2, 2026 - Mar 27, 2026 | -70.59% Nov 3, 2025 - Jun 12, 2026 |
| #2 | -7.55% Oct 6, 2025 - Feb 24, 2026 | -69.14% Feb 18, 2025 - Jun 24, 2025 |
| #3 | -1.54% Sep 11, 2025 - Sep 22, 2025 | -39.39% Dec 24, 2024 - Feb 4, 2025 |
| #4 | -1.08% Sep 22, 2025 - Sep 30, 2025 | -34.59% Aug 8, 2025 - Oct 29, 2025 |
| #5 | -0.84% Aug 27, 2025 - Sep 9, 2025 | -19.18% Jun 26, 2025 - Jul 14, 2025 |
| #6 | -0.37% Oct 1, 2025 - Oct 3, 2025 | -12.05% Dec 13, 2024 - Dec 20, 2024 |
| #7 | -0.02% Aug 25, 2025 - Aug 27, 2025 | -6.96% Feb 10, 2025 - Feb 12, 2025 |
| #8 | N/A | -6.39% Jul 17, 2025 - Jul 23, 2025 |
| #9 | N/A | -5.94% Jul 25, 2025 - Aug 4, 2025 |
| #10 | N/A | -4.88% Feb 4, 2025 - Feb 6, 2025 |
| #11 | N/A | -4.22% Oct 29, 2025 - Oct 31, 2025 |
| #12 | N/A | -0.85% Jul 14, 2025 - Jul 16, 2025 |
| #13 | N/A | -0.80% Feb 6, 2025 - Feb 10, 2025 |
| #14 | N/A | -0.38% Jun 24, 2025 - Jun 26, 2025 |
Correlation
Correlation between KAT and PLTU is -0.14 which considered as a very weak or no correlation - the stocks move independently of each other.
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