TWN vs KAT
Comparison between Taiwan Fund Inc (TWN, ETF) and SCHARF ETF (KAT, ETF).
TWN vs KAT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TWN
$652M
KAT
$651M
Expense Ratio
TWN
N/A
KAT
0.75%
Max Drawdown
TWN
71.62%
Winner
KAT
9.25%
Sharpe Ratio
Winner
TWN
2.56
KAT
0.00
5Y Beta
TWN
0.92
Winner
KAT
0.49
P/E Ratio
TWN
N/A
KAT
26.56
Forward P/E
TWN
N/A
KAT
17.96
PEG Ratio
TWN
N/A
KAT
0.58
5Y Dividends CAGR
TWN
13.36%
KAT
N/A
5Y EPS CAGR
TWN
N/A
KAT
17.51%
Debt to Equity
TWN
N/A
KAT
31.10%
P/S Ratio
TWN
N/A
KAT
1.37
P/B Ratio
TWN
N/A
KAT
3.51
TWN vs KAT - Historical Returns
Returns include dividend reinvestment.
1M
TWN
-13.33%
Winner
KAT
+4.47%
3M
Winner
TWN
+5.48%
KAT
+0.85%
6M
Winner
TWN
+59.76%
KAT
+0.40%
1Y
Winner
TWN
+111.75%
KAT
+3.01%
5Y(CAGR)
TWN
+28.48%
KAT
N/A
10Y(CAGR)
TWN
+27.26%
KAT
N/A
Max(CAGR)
Winner
TWN
+10.73%
KAT
+3.34%
TWN vs KAT - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | TWN | KAT |
|---|---|---|
| 2026 | +60.49% | +2.02% |
| 2025 | +54.22% | +0.98% |
| 2024 | +35.45% | N/A |
| 2023 | +51.64% | N/A |
| 2022 | -40.37% | N/A |
| 2021 | +55.56% | N/A |
| 2020 | +36.34% | N/A |
| 2019 | +48.10% | N/A |
| 2018 | -19.52% | N/A |
| 2017 | +32.76% | N/A |
| 2016 | +11.50% | N/A |
| 2015 | -8.90% | N/A |
| 2014 | -0.30% | N/A |
| 2013 | +16.46% | N/A |
| 2012 | +12.23% | N/A |
| 2011 | -23.34% | N/A |
| 2010 | +31.46% | N/A |
| 2009 | +52.57% | N/A |
| 2008 | -45.73% | N/A |
| 2007 | +12.03% | N/A |
| 2006 | +19.43% | N/A |
| 2005 | +14.40% | N/A |
| 2004 | +7.28% | N/A |
| 2003 | +30.77% | N/A |
| 2002 | -26.97% | N/A |
| 2001 | +10.64% | N/A |
| 2000 | -49.79% | N/A |
| 1999 | +13.98% | N/A |
TWN vs KAT Drawdown Comparison
The maximum drawdown for TWN was -71.07%, occurring on Sep 20, 2001. Recovery took 2057 trading sessions.
The maximum drawdown for KAT was -9.25%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current TWN drawdown is -13.77%. The current KAT drawdown is -3.43%.
| Rank | TWN | KAT |
|---|---|---|
| #1 | -71.07% Feb 8, 2000 - Apr 16, 2008 | -9.25% Mar 2, 2026 - Mar 27, 2026 |
| #2 | -64.47% Apr 16, 2008 - May 8, 2014 | -7.55% Oct 6, 2025 - Feb 24, 2026 |
| #3 | -51.72% Jan 3, 2022 - Feb 12, 2024 | -1.54% Sep 11, 2025 - Sep 22, 2025 |
| #4 | -36.26% Jan 17, 2020 - Jul 2, 2020 | -1.08% Sep 22, 2025 - Sep 30, 2025 |
| #5 | -29.83% Jan 6, 2025 - Jun 9, 2025 | -0.84% Aug 27, 2025 - Sep 9, 2025 |
| #6 | -27.91% Jan 25, 2018 - Oct 17, 2019 | -0.37% Oct 1, 2025 - Oct 3, 2025 |
| #7 | -27.43% May 11, 2015 - Mar 29, 2017 | -0.02% Aug 25, 2025 - Aug 27, 2025 |
| #8 | -17.72% Jul 10, 2024 - Oct 22, 2024 | N/A |
| #9 | -17.67% Jun 1, 2026 - Jul 20, 2026 | N/A |
| #10 | -15.08% Jul 3, 2014 - May 11, 2015 | N/A |
| #11 | -13.79% May 7, 2021 - Jun 1, 2021 | N/A |
| #12 | -12.57% Jul 14, 2021 - Nov 9, 2021 | N/A |
| #13 | -9.61% Mar 7, 2024 - Jun 12, 2024 | N/A |
| #14 | -9.09% Oct 29, 2025 - Dec 9, 2025 | N/A |
| #15 | -9.07% May 6, 2026 - May 26, 2026 | N/A |
Correlation
Correlation between TWN and KAT 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)
TWN vs KAT dividend yield comparison.
| Year | TWN | KAT |
|---|---|---|
| 2026 | 0.00% | 0.08% |
| 2025 | 11.62% | 0.00% |
| 2024 | 19.14% | 0.00% |
| 2023 | 1.26% | 0.00% |
| 2021 | 7.78% | 0.00% |
| 2020 | 12.91% | 0.00% |
| 2019 | 8.26% | 0.00% |
| 2018 | 11.27% | 0.00% |
| 2017 | 3.16% | 0.00% |
| 2014 | 16.11% | 0.00% |
| 2011 | 3.87% | 0.00% |
| 2010 | 0.42% | 0.00% |
| 2009 | 0.49% | 0.00% |
| 2008 | 1.86% | 0.00% |
| 2007 | 18.04% | 0.00% |
| 2005 | 0.35% | 0.00% |
| 2004 | 0.23% | 0.00% |
| 2000 | 1.96% | 0.00% |
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