KAT vs TFLR

Comparison between SCHARF ETF (KAT, ETF) and T. ROWE PRICE FLOATING RATE ETF (TFLR, ETF).

KAT vs TFLR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KAT(ETF)	TFLR(ETF)
Net Assets	$677M	$675M
Expense Ratio	0.75%	0.61%
Max Drawdown	9.25%	5.55%
Sharpe Ratio	0.47	0.57
5Y Beta	0.47	0.16
P/E Ratio	21.61	N/A
Forward P/E	18.35	N/A
PEG Ratio	0.28	N/A
5Y EPS CAGR	19.66%	N/A
Debt to Equity	31.71%	N/A
P/S Ratio	1.48	N/A
P/B Ratio	3.51	N/A

Net Assets

Winner

KAT

$677M

TFLR

$675M

Expense Ratio

KAT

0.75%

Winner

TFLR

0.61%

Max Drawdown

KAT

9.25%

Winner

TFLR

5.55%

Sharpe Ratio

KAT

0.47

Winner

TFLR

0.57

5Y Beta

KAT

0.47

Winner

TFLR

0.16

P/E Ratio

KAT

21.61

TFLR

N/A

Forward P/E

KAT

18.35

TFLR

N/A

PEG Ratio

KAT

0.28

TFLR

N/A

5Y EPS CAGR

KAT

19.66%

TFLR

N/A

Debt to Equity

KAT

31.71%

TFLR

N/A

P/S Ratio

KAT

1.48

TFLR

N/A

P/B Ratio

KAT

3.51

TFLR

N/A

KAT vs TFLR - Historical Returns

Returns include dividend reinvestment.

Period	KAT	TFLR
1 month	+6.12%	+0.67%
3 months	+7.47%	+1.20%
6 months	+3.85%	+3.47%
1 year	+8.88%	+5.02%
Max(CAGR)	+8.88%	+7.78%

Winner

KAT

+6.12%

TFLR

+0.67%

Winner

KAT

+7.47%

TFLR

+1.20%

Winner

KAT

+3.85%

TFLR

+3.47%

Winner

KAT

+8.88%

TFLR

+5.02%

Max(CAGR)

Winner

KAT

+8.88%

TFLR

+7.78%

KAT vs TFLR - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	KAT	TFLR
2026	+7.84%	+2.51%
2025	+0.98%	+6.40%
2024	N/A	+8.86%
2023	N/A	+11.92%
2022	N/A	-0.41%

KAT vs TFLR Drawdown Comparison

The maximum drawdown for KAT was -9.25%, occurring on Mar 27, 2026. Recovery took 111 trading sessions.

The maximum drawdown for TFLR was -4.01%, occurring on Apr 4, 2025. Recovery took 50 trading sessions.

The current TFLR drawdown is -0.19%.

Rank	KAT	TFLR
#1	-9.25% Mar 2, 2026 - Aug 6, 2026	-4.01% Feb 21, 2025 - May 5, 2025
#2	-7.55% Oct 6, 2025 - Feb 24, 2026	-2.17% Jan 22, 2026 - Apr 17, 2026
#3	-1.54% Sep 11, 2025 - Sep 22, 2025	-1.48% Mar 8, 2023 - Apr 5, 2023
#4	-1.46% Aug 13, 2026 - Aug 21, 2026	-1.05% Jul 31, 2024 - Aug 23, 2024
#5	-1.08% Sep 22, 2025 - Sep 30, 2025	-0.97% Nov 17, 2022 - Jan 4, 2023
#6	-0.84% Aug 27, 2025 - Sep 9, 2025	-0.81% Sep 14, 2023 - Nov 2, 2023
#7	-0.37% Oct 1, 2025 - Oct 3, 2025	-0.62% Jun 13, 2024 - Jul 2, 2024
#8	-0.23% Aug 11, 2026 - Aug 13, 2026	-0.61% May 1, 2023 - Jun 2, 2023
#9	-0.02% Aug 25, 2025 - Aug 27, 2025	-0.50% Feb 7, 2023 - Mar 8, 2023
#10	N/A	-0.50% Oct 2, 2025 - Oct 22, 2025
#11	N/A	-0.48% Mar 20, 2024 - Apr 5, 2024
#12	N/A	-0.37% Apr 24, 2023 - Apr 27, 2023
#13	N/A	-0.35% May 27, 2026 - Jul 7, 2026
#14	N/A	-0.30% Oct 4, 2024 - Oct 9, 2024
#15	N/A	-0.30% Aug 13, 2026 - Aug 18, 2026