KAT vs YINN
Comparison between SCHARF ETF (KAT, ETF) and DIREXION DAILY FTSE CHINA BULL 3X SHARES (YINN, ETF).
KAT vs YINN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
KAT vs YINN - Holdings Comparison
KAT and YINN have 0 common holdings. Overlap is 0.00%
KAT's top 25 holdings weight is 89.21%. YINN's top 25 holdings weight is 56.38%.
| Rank | KAT | YINN |
|---|---|---|
| #1 | OCCIDENTAL PETROLEUM CORP (OXY) - 6.26% | ISHARES CHINA LARGE-CAP ETF (FXI) - 50.18% |
| #2 | UNION PACIFIC CORP (UNP) - 5.46% | GOLDMAN SACHS FS TREASURY INTMS INSTL (FTIXX) - 6.20% |
| #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 | 2 |
KAT vs YINN - Historical Returns
Returns include dividend reinvestment.
KAT vs YINN - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | KAT | YINN |
|---|---|---|
| 2026 | -1.58% | -46.34% |
| 2025 | +0.98% | +63.08% |
| 2024 | N/A | +49.97% |
| 2023 | N/A | -57.60% |
| 2022 | N/A | -71.89% |
| 2021 | N/A | -58.30% |
| 2020 | N/A | -15.80% |
| 2019 | N/A | +30.77% |
| 2018 | N/A | -53.63% |
| 2017 | N/A | +118.35% |
| 2016 | N/A | -6.43% |
| 2015 | N/A | -50.58% |
| 2014 | N/A | +31.29% |
| 2013 | N/A | +49.31% |
| 2012 | N/A | +3.13% |
| 2011 | N/A | -64.44% |
| 2010 | N/A | +7.01% |
| 2009 | N/A | -7.17% |
KAT vs YINN 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 YINN was -98.92%, occurring on Jan 22, 2024. This drawdown has not yet recovered.
The current KAT drawdown is -6.84%. The current YINN drawdown is -97.97%.
| Rank | KAT | YINN |
|---|---|---|
| #1 | -9.25% Mar 2, 2026 - Mar 27, 2026 | -98.92% Apr 27, 2015 - Jan 22, 2024 |
| #2 | -7.55% Oct 6, 2025 - Feb 24, 2026 | -78.47% Nov 8, 2010 - Apr 9, 2015 |
| #3 | -1.54% Sep 11, 2025 - Sep 22, 2025 | -42.96% Jan 11, 2010 - Sep 29, 2010 |
| #4 | -1.08% Sep 22, 2025 - Sep 30, 2025 | -12.42% Dec 3, 2009 - Jan 4, 2010 |
| #5 | -0.84% Aug 27, 2025 - Sep 9, 2025 | -12.36% Apr 16, 2015 - Apr 22, 2015 |
| #6 | -0.37% Oct 1, 2025 - Oct 3, 2025 | -11.75% Oct 18, 2010 - Nov 4, 2010 |
| #7 | -0.02% Aug 25, 2025 - Aug 27, 2025 | -3.83% Oct 5, 2010 - Oct 11, 2010 |
| #8 | N/A | -3.08% Apr 22, 2015 - Apr 27, 2015 |
| #9 | N/A | -2.98% Jan 6, 2010 - Jan 11, 2010 |
| #10 | N/A | -2.17% Apr 13, 2015 - Apr 16, 2015 |
| #11 | N/A | -2.00% Apr 9, 2015 - Apr 13, 2015 |
| #12 | N/A | -0.93% Oct 14, 2010 - Oct 18, 2010 |
| #13 | N/A | -0.10% Oct 11, 2010 - Oct 13, 2010 |
| #14 | N/A | -0.02% Sep 30, 2010 - Oct 4, 2010 |
Correlation
Correlation between KAT and YINN is 0.15 which considered as a very weak or no correlation - the stocks move independently of each other.
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