KAT vs VT: holdings overlap, shared companies and scores
As of October 9, 2026, KAT and VT overlap 10.2% by weight. Scharf ETF (KAT): U.S. mid- and large-cap equities. Vanguard Total World Stock ETF (VT): Entire global stock market.
Updated October 9, 2026
Where VT trades against its own history
VT trades at 20.0 times earnings, against its own median of 18.7, and is more expensive than 64% of its own 115 monthly readings since 2017.
What moved KAT this week
KAT rose 1.9% in the week to October 9, 2026. The holdings that moved it most were Visa (+6.9%), Amazon.com (+4.3%) and Microsoft (+3.4%); U-Haul Holding CO NON Voting (−7.3%) pushed the other way.
What do KAT and VT each hold?
What's inside KAT: Magnificent 7 18%, Tech 14%.
51% of KAT is its ten largest holdings.
What's inside VT: Tech 33%, Magnificent 7 19%.
21% of VT is its ten largest holdings.
How much do KAT and VT overlap? 10.2% by weight
As of October 9, 2026, KAT and VT overlap 10.2% by weight.
94% of KAT is already inside VT.
10% of VT is already inside KAT.
KAT holds 33 companies and VT holds 10,017; 28 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score KAT and VT? 6.6 and 6.2 out of 10
As of October 9, 2026, ETF Copilot scores KAT 6.6 out of 10 and VT 6.2 out of 10.
They differ most on Value: KAT 9.4 and VT 3.2.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | KAT | VT |
|---|---|---|
| Growth | 3.3 | 6.6 |
| Value | 9.4 | 3.2 |
| Quality | 7.3 | 6.9 |
VT is the cheaper of the two at 0.06% a year
As of October 9, 2026, KAT charges 0.75% a year, yields 0.14% and holds $648M in assets across 33 positions.
As of October 9, 2026, VT charges 0.06% a year, yields 1.50% and holds $103.0B in assets across 10017 positions.
| Measure | KAT | VT |
|---|---|---|
| Expense ratio | 0.75% | 0.06% |
| Dividend yield | 0.14% | 1.50% |
| Assets under management | $648M | $103.0B |
| Holdings | 33 | 10017 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “KAT vs VT holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/kat-vs-vt
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