Skip to content
Beacon
Screener

GKAT vs IG

Scharf Global Opportunity ETF vs Principal Investment Grade Corporate ETF

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

Key differences

  • IG costs 0.40% less per year.
  • GKAT is classified as equity, while IG is fixed income — different risk/return profiles.

Side-by-side comparison

GKATIG
Annual cost (TER)0.59%0.19%
Fund size (AUM)$158M$179M
Since20142018
Dividend yield0.46%5.06%
Asset classequityfixed income
Region
Strategyactive selectionactive selection
CAGR 1YN/A+7.0%
CAGR 3YN/A+5.1%
CAGR 5YN/A+0.2%
Sharpe 3YN/A0.27
Volatility 1Y4.81%
Max drawdown-10.41%-23.17%

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

Similar to GKAT and IG