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GKAT vs CPLS

Scharf Global Opportunity ETF vs AB Core Plus Bond ETF

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

CPLS

AB Core Plus Bond ETF

AllianceBernstein

Annual cost

0.30%

Fund size

$216M

Key differences

  • CPLS costs 0.29% less per year.
  • GKAT is classified as equity, while CPLS is fixed income — different risk/return profiles.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GKATCPLS
Annual cost (TER)0.59%0.30%
Fund size (AUM)$158M$216M
Since20142023
Dividend yield0.46%4.65%
Asset classequityfixed income
Regionglobal
Strategyactive selectionactive selection
CAGR 1YN/A+5.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.91%
Max drawdown-10.41%-4.44%

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

Similar to GKAT and CPLS