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GKAT vs BSR

Scharf Global Opportunity ETF vs Pacific Select Fund

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

BSR

PACIFIC SELECT FUND

Beacon Capital Management Inc

Annual cost

1.09%

Fund size

$39M

Key differences

  • GKAT costs 0.50% less per year.
  • GKAT is significantly larger than BSR — larger funds tend to be more liquid and less likely to close.
  • GKAT is classified as equity, while BSR is mixed asset — different risk/return profiles.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GKATBSR
Annual cost (TER)0.59%1.09%
Fund size (AUM)$158M$39M
Since20142023
Dividend yield0.46%1.02%
Asset classequitymixed asset
Region
Strategyactive selectionactive selection
CAGR 1YN/A+12.5%
CAGR 3YN/A+8.0%
CAGR 5YN/AN/A
Sharpe 3YN/A0.33
Volatility 1Y8.71%
Max drawdown-10.41%-15.68%

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

Similar to GKAT and BSR