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EPSV vs GKAT

Harbor SMID Cap Value ETF vs Scharf Global Opportunity ETF

EPSV

Harbor SMID Cap Value ETF

Annual cost

0.88%

Fund size

$5M

GKAT

Scharf Global Opportunity ETF

Annual cost

0.59%

Fund size

$158M

Key differences

  • GKAT costs 0.29% less per year.
  • GKAT is significantly larger than EPSV — larger funds tend to be more liquid and less likely to close.
  • EPSV follows a index tracking strategy; GKAT uses active selection.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPSVGKAT
Annual cost (TER)0.88%0.59%
Fund size (AUM)$5M$158M
Since20252014
Dividend yield0.46%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+47.2%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.87%
Max drawdown-8.93%-10.41%

Similar to EPSV and GKAT