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GKAT vs CGGE

Scharf Global Opportunity ETF vs Capital Group Global Equity ETF

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

CGGE

Capital Group Global Equity ETF

Capital Group

Annual cost

0.47%

Fund size

$2.5B

Key differences

  • CGGE costs 0.12% less per year.
  • CGGE is significantly larger than GKAT — larger funds tend to be more liquid and less likely to close.
  • GKAT follows a active selection strategy; CGGE uses index tracking.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GKATCGGE
Annual cost (TER)0.59%0.47%
Fund size (AUM)$158M$2.5B
Since20142024
Dividend yield0.46%0.39%
Asset classequityequity
Regionglobal
Strategyactive selectionindex tracking
CAGR 1YN/A+23.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.84%
Max drawdown-10.41%-14.44%

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

Similar to GKAT and CGGE