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FFDI vs GKAT

Fidelity Fundamental Developed vs Scharf Global Opportunity ETF

FFDI

Fidelity Fundamental Developed

Annual cost

0.55%

Fund size

$23M

GKAT

Scharf Global Opportunity ETF

Annual cost

0.59%

Fund size

$165M

Key differences

Both FFDI and GKAT are equity ETFs. FFDI charges 0.55% a year and GKAT 0.59%. The main difference: FFDI covers global markets excluding the US; GKAT covers global markets.

  • FFDI covers global markets excluding the US; GKAT covers global markets.
  • GKAT is much larger than FFDI. 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

FFDIGKAT
Annual cost (TER)0.55%0.59%
Fund size (AUM)$23M$165M
Since20242014
Dividend yield2.07%0.45%
Asset classequityequity
Regionglobal ex usglobal
Strategyactive selectionactive selection
CAGR 1Y+13.0%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.67%
Max drawdown-14.39%-10.41%

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

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