TFLR vs KAT

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

TFLR vs KAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

TFLR

$675M

Winner

KAT

$677M

Expense Ratio

Winner

TFLR

0.61%

KAT

0.75%

Max Drawdown

Winner

TFLR

5.55%

KAT

9.25%

Sharpe Ratio

Winner

TFLR

0.57

KAT

0.47

5Y Beta

Winner

TFLR

0.16

KAT

0.47

P/E Ratio

TFLR

N/A

KAT

21.61

Forward P/E

TFLR

N/A

KAT

18.35

PEG Ratio

TFLR

N/A

KAT

0.28

5Y EPS CAGR

TFLR

N/A

KAT

19.66%

Debt to Equity

TFLR

N/A

KAT

31.71%

P/S Ratio

TFLR

N/A

KAT

1.48

P/B Ratio

TFLR

N/A

KAT

3.51

TFLR vs KAT - Historical Returns

Returns include dividend reinvestment.

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

TFLR

+0.67%

Winner

KAT

+6.12%

TFLR

+1.20%

Winner

KAT

+7.47%

TFLR

+3.47%

Winner

KAT

+3.85%

TFLR

+5.02%

Winner

KAT

+8.88%

Max(CAGR)

TFLR

+7.78%

Winner

KAT

+8.88%

TFLR vs KAT - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

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

TFLR vs KAT Drawdown Comparison

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

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

The current TFLR drawdown is -0.19%.

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