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CHAT vs GKAT

Roundhill Generative AI & Technology ETF vs Scharf Global Opportunity ETF

CHAT

Roundhill Generative AI & Technology ETF

Roundhill Investments

Annual cost

0.75%

Fund size

$1.4B

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

Key differences

  • GKAT costs 0.16% less per year.
  • CHAT is significantly larger than GKAT — larger funds tend to be 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

CHATGKAT
Annual cost (TER)0.75%0.59%
Fund size (AUM)$1.4B$158M
Since20232014
Dividend yield2.17%0.46%
Asset classequityequity
Region
Strategyactive selectionactive selection
CAGR 1Y+132.5%N/A
CAGR 3Y+55.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.51N/A
Volatility 1Y30.53%
Max drawdown-31.34%-10.41%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CHAT and GKAT