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GKAT vs FFDI

Scharf Global Opportunity ETF vs Fidelity Fundamental Developed

GKAT

Scharf Global Opportunity ETF

Annual cost

0.59%

Fund size

$165M

FFDI

Fidelity Fundamental Developed

Annual cost

0.55%

Fund size

$23M

Key differences

Both GKAT and FFDI are equity ETFs. GKAT charges 0.59% a year and FFDI 0.55%. The main difference: GKAT covers global markets; FFDI covers global markets excluding the US.

  • GKAT covers global markets; FFDI covers global markets excluding the US.
  • GKAT is much larger than FFDI. Larger funds are usually more liquid and less likely to close.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GKATFFDI
Annual cost (TER)0.59%0.55%
Fund size (AUM)$165M$23M
Since20142024
Dividend yield0.45%2.07%
Asset classequityequity
Regionglobalglobal ex us
Strategyactive selectionactive selection
CAGR 1YN/A+13.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.67%
Max drawdown-10.41%-14.39%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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