Compare · 2 funds side by side · dividends reinvested

KAT and VIG

KATScharf×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 03

KAT and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.0

Scharf ETFUnsorted0.75%0.49%+11.1%[…][…][…][…][…]$668M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: KAT 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Scharf ETF · $668M[…]

KAT

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 12.8% in common

KATMeasureVIG

+11.1%Year to dateJan 1 → Nov 4+16.4%

[…]1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.75%Expense ratio$75 · $4 a year on $10k · lower is better0.04%

0.49%Trailing 12-mo yield$49 · $144 a year on $10k1.44%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer10.2%

KATVIG Winner of the row, in its colourEach row: the bigger of the two fills its side

0–3VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

KAT vs VIG: Top 5 Holdings

Today

KAT

28.1%in top 5

VIG

in top 522.1%

KATStockVIG

5.9%MSFT4.9%

5.7%AMZNnot top 5

5.7%UNPnot top 5

5.5%OXYnot top 5

5.3%METAnot top 5

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common12.8%

End-of-day Nov 4, 2026 · share of each fund

KAT vs VIG Returns, Every Period

ScharfKAT

[…]

past year

VIGVanguard

+18.9%

past year

KATVIGFaded: behind in that period

0–1VIG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: KAT vs VIG

YTD

ScharfKAT

+11.1%

VIGVanguard

+16.4%

+11.1%Year to date+16.4%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y10.2%

0.5%Yield1.4%

$668MAssets$109B

2–0VIG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KAT, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

KAT0.75%$75

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: KAT, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

KAT0.49%$49

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

KAT$49 − $75 = −$26

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: KAT, VIG

Today

12.8%most shared, KAT and VIG

KATVIG

KAT—12.8%

VIG12.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

KATWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VIGKAT

+16.4%Year to date+11.1%

1.4%Yield0.5%

+18.9%Past year[…]

0.04%Fee0.75%

3–0VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026