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GK vs KAT

AdvisorShares Gerber Kawasaki ETF vs Scharf ETF

GK

AdvisorShares Gerber Kawasaki ETF

AdvisorShares

Annual cost

0.77%

Fund size

$29M

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

Key differences

  • KAT is significantly larger than GK — 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

GKKAT
Annual cost (TER)0.77%0.75%
Fund size (AUM)$29M$688M
Since20212011
Dividend yield0.07%0.39%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+36.5%N/A
CAGR 3Y+21.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.89N/A
Volatility 1Y17.39%
Max drawdown-47.72%-9.25%

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

Similar to GK and KAT