KAT vs NUDG
Scharf ETF vs Nuveen Dividend Growth Fund ETF
Which is better, KAT or NUDG?
NUDG has been ahead.
NUDG has a lower expense ratio. NUDG led over 1Y. NUDG is less concentrated, with 42.3% 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 | KAT | NUDG |
|---|---|---|
| Expense Ratio | 0.75% | 0.61%Best |
| AUM | $657M | $6.2B |
| Dividend Yield | 0.53% | 0.50% |
| Holdings | 68 | 43 |
| YTD Return | +6.42%Best | +2.67% |
| 1Y Return | +4.30% | - |
| Top 10 Weight | 50.9% | 42.3%Best |
| Fund Family | Scharf Funds | Nuveen |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 30, 2011 | Jun 2, 2026 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
KAT vs NUDG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
KAT vs NUDG Performance
Scharf ETF (KAT) is an ETF from Scharf Funds and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, KAT is up 6.42% versus a gain of 2.67% for NUDG.
Past performance does not guarantee future results.
Fees and Cost Over Time
KAT charges 0.75% per year while NUDG charges 0.61%. On a $10,000 position that is $75 vs $61 annually, a gap of $14 per year that compounds over a long holding period. On income, KAT currently yields 0.53% against 0.50% for NUDG.
Holdings Overlap
15.8% of KAT's money is in holdings NUDG also owns. 11.1% of NUDG's money is in holdings KAT also owns.
KAT and NUDG share little of their money.
3 positions in common, counted across the 31 positions we hold weights for in KAT and 42 in NUDG, against full books of 68 and 43.
What only one of them owns
Our book lists 38 positions for NUDG that do not appear in our book for KAT (83.5% of the fund), and 23 for KAT that do not appear in NUDG (70.9%).
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.
You are not choosing between two funds in isolation.
Whichever of KAT and NUDG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, KAT or NUDG?
KAT has an expense ratio of 0.75% while NUDG charges 0.61%. NUDG is the cheaper option, by $14 a year on a $10,000 investment.
What is the holdings overlap between KAT and NUDG?
15.8% of KAT's money is in holdings NUDG also owns. 11.1% of NUDG's is in holdings KAT also owns. They hold 3 positions in common, counted across the 31 positions we hold weights for in KAT and 42 in NUDG.
Which pays a higher dividend, KAT or NUDG?
KAT yields 0.53% while NUDG yields 0.50%, so KAT currently pays the higher dividend yield.
Is NUDG better than KAT?
NUDG has a lower expense ratio. NUDG led over 1Y. NUDG is less concentrated, with 42.3% 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.