CGUS vs KAT
Capital Group Core Equity ETF vs Scharf ETF
Which is better, CGUS or KAT?
CGUS has been ahead.
CGUS has a lower expense ratio. CGUS led over 1Y and the full window. CGUS is less concentrated, with 43.8% of the fund in its ten largest positions against 50.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CGUS | KAT |
|---|---|---|
| Expense Ratio | 0.33%Best | 0.75% |
| AUM | $12.3B | $657M |
| Dividend Yield | 0.83% | 0.53% |
| Holdings | 75 | 68 |
| YTD Return | +11.95%Best | +6.42% |
| 1Y Return | +15.39%Best | +4.30% |
| 3Y Return (annualized) | +21.76% | - |
| Volatility (annualized) | 12.1%Best | 12.7% |
| Max Drawdown | -9.6% | -9.3%Best |
| $10,000 over 1.1 years | $11,762Best | $10,725 |
| Top 10 Weight | 43.8%Best | 50.9% |
| Fund Family | Capital Group (US) | Scharf Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 22, 2022 | Dec 30, 2011 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Aug 25, 2025 to Oct 14, 2026 (1.1 years).
CGUS vs KAT growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.1 years both funds cover.
CGUS vs KAT Performance
Capital Group Core Equity ETF (CGUS) is an ETF from Capital Group (US) and Scharf ETF (KAT) is an ETF from Scharf Funds. Over the past year CGUS returned +15.39% while KAT returned +4.30%. Year to date, CGUS is up 11.95% versus a gain of 6.42% for KAT.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KAT has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 12.1% for CGUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -9.6% for CGUS and -9.3% for KAT. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.50. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CGUS charges 0.33% per year while KAT charges 0.75%. On a $10,000 position that is $33 vs $75 annually, a gap of $42 per year that compounds over a long holding period. On income, CGUS currently yields 0.83% against 0.53% for KAT.
Holdings Overlap
18.7% of CGUS's money is in holdings KAT also owns. 34.0% of KAT's money is in holdings CGUS also owns.
The two portfolios partly overlap.
7 positions in common, counted across the 68 positions we hold weights for in CGUS and 31 in KAT, against full books of 75 and 68.
What only one of them owns
Our book lists 19 positions for KAT that do not appear in our book for CGUS (52.6% of the fund), and 52 for CGUS that do not appear in KAT (70.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in CGUS | Weight in KAT | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 7.05% | 6.30% | 0.75% |
| AMZNAmazon.Com Inc | 4.75% | 5.94% | 1.19% |
| METAMeta Platforms Inc | 4.55% | 6.06% | 1.51% |
| UNPUnion Pacific Corp | 0.42% | 5.36% | 4.94% |
| VVisa Inc Class A | 0.69% | 4.50% | 3.81% |
| MMCMarsh & Mclennan Cos Inc Common Stock Usd 1 | 0.53% | 4.11% | 3.58% |
| UNHUnitedhealth Group, Inc. | 0.73% | 1.76% | 1.03% |
34.0% of KAT is already inside CGUS.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CGUS or KAT?
CGUS has an expense ratio of 0.33% while KAT charges 0.75%. CGUS is the cheaper option, by $42 a year on a $10,000 investment.
Which performed better, CGUS or KAT?
Over the past year CGUS returned +15.39% vs +4.30% for KAT, so CGUS leads on 1-year performance. Over the longest common window we track (1 years), CGUS annualized +15.90% vs +6.57% for KAT. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGUS or KAT?
KAT has been the more volatile fund at 12.7% annualized versus 12.1% for CGUS. Worst drawdown: CGUS -9.6% vs KAT -9.3%.
Should I hold both CGUS and KAT?
CGUS and KAT have a monthly-return correlation of 0.50, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between CGUS and KAT?
34.0% of KAT's money is in holdings CGUS also owns. 34.0% of KAT's is in holdings CGUS also owns. They hold 7 positions in common, counted across the 68 positions we hold weights for in CGUS and 31 in KAT.
Which pays a higher dividend, CGUS or KAT?
CGUS yields 0.83% while KAT yields 0.53%, so CGUS currently pays the higher dividend yield.
Is KAT better than CGUS?
CGUS has a lower expense ratio. CGUS led over 1Y and the full window. CGUS is less concentrated, with 43.8% of the fund in its ten largest positions against 50.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.