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GGM vs KAT

GGM Macro Alignment ETF vs Scharf ETF

GGM

GGM Macro Alignment ETF

GGM ETF

Annual cost

0.94%

Fund size

$18M

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

Key differences

  • KAT costs 0.19% less per year.
  • KAT is significantly larger than GGM — larger funds tend to be more liquid and less likely to close.
  • KAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GGMKAT
Annual cost (TER)0.94%0.75%
Fund size (AUM)$18M$688M
Since20232011
Dividend yield1.48%0.39%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+13.0%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.32%
Max drawdown-19.68%-9.25%

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

Similar to GGM and KAT