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GAL vs GKAT

State Street Global Allocation ETF vs Scharf Global Opportunity ETF

GAL

State Street Global Allocation ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$307M

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

Key differences

  • GAL costs 0.24% less per year.
  • GAL is classified as alternative, while GKAT is equity — different risk/return profiles.
  • GAL follows a tactical allocation strategy; GKAT uses active selection.

Side-by-side comparison

GALGKAT
Annual cost (TER)0.35%0.59%
Fund size (AUM)$307M$158M
Since20122014
Dividend yield3.18%0.46%
Asset classalternativeequity
Region
Strategytactical allocationactive selection
CAGR 1Y+20.4%N/A
CAGR 3Y+13.9%N/A
CAGR 5Y+7.2%N/A
Sharpe 3Y1.04N/A
Volatility 1Y8.71%
Max drawdown-28.31%-10.41%

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

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