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BELT vs GKAT

iShares U.S. Select Equity Active ETF vs Scharf Global Opportunity ETF

BELT

iShares U.S. Select Equity Active ETF

Annual cost

0.75%

Fund size

$10M

GKAT

Scharf Global Opportunity ETF

Annual cost

0.59%

Fund size

$165M

Key differences

Both BELT and GKAT are equity ETFs. BELT charges 0.75% a year and GKAT 0.59%. The main difference: BELT covers North America; GKAT covers global markets.

  • BELT covers North America; GKAT covers global markets.
  • GKAT costs 0.16% less per year.
  • GKAT is much larger than BELT. Larger funds are usually more liquid and less likely to close.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BELTGKAT
Annual cost (TER)0.75%0.59%
Fund size (AUM)$10M$165M
Since20242014
Dividend yield0.00%0.45%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+23.0%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.67%
Max drawdown-23.05%-10.41%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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