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GKAT vs GGM

Scharf Global Opportunity ETF vs GGM Macro Alignment ETF

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

GGM

GGM Macro Alignment ETF

GGM ETF

Annual cost

0.94%

Fund size

$18M

Key differences

  • GKAT costs 0.35% less per year.
  • GKAT is significantly larger than GGM — larger funds tend to be 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

GKATGGM
Annual cost (TER)0.59%0.94%
Fund size (AUM)$158M$18M
Since20142023
Dividend yield0.46%1.48%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+13.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.32%
Max drawdown-10.41%-19.68%

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

Similar to GKAT and GGM