KAT vs TWN

Comparison between SCHARF ETF (KAT, ETF) and Taiwan Fund Inc (TWN, ETF).

KAT vs TWN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KAT(ETF)	TWN(ETF)
Net Assets	$651M	$652M
Expense Ratio	0.75%	N/A
Max Drawdown	9.25%	71.62%
Sharpe Ratio	0.00	2.56
5Y Beta	0.49	0.92
P/E Ratio	26.56	N/A
Forward P/E	17.96	N/A
PEG Ratio	0.58	N/A
5Y Dividends CAGR	N/A	13.36%
5Y EPS CAGR	17.51%	N/A
Debt to Equity	31.10%	N/A
P/S Ratio	1.37	N/A
P/B Ratio	3.51	N/A

Net Assets

KAT

$651M

Winner

TWN

$652M

Expense Ratio

KAT

0.75%

TWN

N/A

Max Drawdown

Winner

KAT

9.25%

TWN

71.62%

Sharpe Ratio

KAT

0.00

Winner

TWN

2.56

5Y Beta

Winner

KAT

0.49

TWN

0.92

P/E Ratio

KAT

26.56

TWN

N/A

Forward P/E

KAT

17.96

TWN

N/A

PEG Ratio

KAT

0.58

TWN

N/A

5Y Dividends CAGR

KAT

N/A

TWN

13.36%

5Y EPS CAGR

KAT

17.51%

TWN

N/A

Debt to Equity

KAT

31.10%

TWN

N/A

P/S Ratio

KAT

1.37

TWN

N/A

P/B Ratio

KAT

3.51

TWN

N/A

KAT vs TWN - Historical Returns

Returns include dividend reinvestment.

Period	KAT	TWN
1 month	+4.47%	-13.33%
3 months	+0.85%	+5.48%
6 months	+0.40%	+59.76%
1 year	+3.01%	+111.75%
5 years(CAGR)	N/A	+28.48%
10 years(CAGR)	N/A	+27.26%
Max(CAGR)	+3.34%	+10.73%

Winner

KAT

+4.47%

TWN

-13.33%

KAT

+0.85%

Winner

TWN

+5.48%

KAT

+0.40%

Winner

TWN

+59.76%

KAT

+3.01%

Winner

TWN

+111.75%

5Y(CAGR)

KAT

N/A

TWN

+28.48%

10Y(CAGR)

KAT

N/A

TWN

+27.26%

Max(CAGR)

KAT

+3.34%

Winner

TWN

+10.73%

KAT vs TWN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	KAT	TWN
2026	+2.02%	+60.49%
2025	+0.98%	+54.22%
2024	N/A	+35.45%
2023	N/A	+51.64%
2022	N/A	-40.37%
2021	N/A	+55.56%
2020	N/A	+36.34%
2019	N/A	+48.10%
2018	N/A	-19.52%
2017	N/A	+32.76%
2016	N/A	+11.50%
2015	N/A	-8.90%
2014	N/A	-0.30%
2013	N/A	+16.46%
2012	N/A	+12.23%
2011	N/A	-23.34%
2010	N/A	+31.46%
2009	N/A	+52.57%
2008	N/A	-45.73%
2007	N/A	+12.03%
2006	N/A	+19.43%
2005	N/A	+14.40%
2004	N/A	+7.28%
2003	N/A	+30.77%
2002	N/A	-26.97%
2001	N/A	+10.64%
2000	N/A	-49.79%
1999	N/A	+13.98%

KAT vs TWN 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 TWN was -71.07%, occurring on Sep 20, 2001. Recovery took 2057 trading sessions.

The current KAT drawdown is -3.43%. The current TWN drawdown is -13.77%.

Rank	KAT	TWN
#1	-9.25% Mar 2, 2026 - Mar 27, 2026	-71.07% Feb 8, 2000 - Apr 16, 2008
#2	-7.55% Oct 6, 2025 - Feb 24, 2026	-64.47% Apr 16, 2008 - May 8, 2014
#3	-1.54% Sep 11, 2025 - Sep 22, 2025	-51.72% Jan 3, 2022 - Feb 12, 2024
#4	-1.08% Sep 22, 2025 - Sep 30, 2025	-36.26% Jan 17, 2020 - Jul 2, 2020
#5	-0.84% Aug 27, 2025 - Sep 9, 2025	-29.83% Jan 6, 2025 - Jun 9, 2025
#6	-0.37% Oct 1, 2025 - Oct 3, 2025	-27.91% Jan 25, 2018 - Oct 17, 2019
#7	-0.02% Aug 25, 2025 - Aug 27, 2025	-27.43% May 11, 2015 - Mar 29, 2017
#8	N/A	-17.72% Jul 10, 2024 - Oct 22, 2024
#9	N/A	-17.67% Jun 1, 2026 - Jul 20, 2026
#10	N/A	-15.08% Jul 3, 2014 - May 11, 2015
#11	N/A	-13.79% May 7, 2021 - Jun 1, 2021
#12	N/A	-12.57% Jul 14, 2021 - Nov 9, 2021
#13	N/A	-9.61% Mar 7, 2024 - Jun 12, 2024
#14	N/A	-9.09% Oct 29, 2025 - Dec 9, 2025
#15	N/A	-9.07% May 6, 2026 - May 26, 2026

Correlation

Correlation between KAT and TWN is 0.11 which considered as a very weak or no correlation - the stocks move independently of each other.

0.11

-101

Dividend Comparison (2000 - 2026)

KAT vs TWN dividend yield comparison.

Year	KAT	TWN
2026	0.08%	0.00%
2025	0.00%	11.62%
2024	0.00%	19.14%
2023	0.00%	1.26%
2021	0.00%	7.78%
2020	0.00%	12.91%
2019	0.00%	8.26%
2018	0.00%	11.27%
2017	0.00%	3.16%
2014	0.00%	16.11%
2011	0.00%	3.87%
2010	0.00%	0.42%
2009	0.00%	0.49%
2008	0.00%	1.86%
2007	0.00%	18.04%
2005	0.00%	0.35%
2004	0.00%	0.23%
2000	0.00%	1.96%