ETFs most similar to KAT
The funds whose holdings overlap Scharf ETF the most, by weight. as of Jun 30, 2026SEC filing
By holdings overlap
| Fund | Category | Overlap with KAT | Fee | Assets | 1Y | Yield | Compare |
|---|---|---|---|---|---|---|---|
| KATScharf ETF | Large Cap Blend | — | 0.75% | $651M | +2.2% | 0.52% | |
| GKATScharf Global Opportunity ETF | Global | 57% | 0.59% | $160M | +11.0% | 0.73% | side by side |
| CVRDMadison Covered Call ETF | Covered Call | 28% | 0.92% | $30M | −2.9% | 7.71% | side by side |
| BEEXThe Beehive ETF | Large Cap Blend | 22% | 0.84% | $191M | +7.1% | 0.32% | side by side |
| PRVSParnassus Value Select ETF | Large Cap Value | 21% | 0.59% | $29M | +20.3% | 0.52% | side by side |
| BCHPPrincipal Focused Blue Chip ETF | Semiconductors | 21% | 0.58% | $238M | +1.9% | — | side by side |
Overlap is the sum of the smaller of the two weights across every shared holding. Try any combination in the overlap tool.
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.