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GKAT vs INKM

Scharf Global Opportunity ETF vs State Street Income Allocation ETF

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

INKM

State Street Income Allocation ETF

State Street Investment Management

Annual cost

0.50%

Fund size

$76M

Key differences

  • INKM costs 0.09% less per year.
  • GKAT is classified as equity, while INKM is mixed asset — different risk/return profiles.

Side-by-side comparison

GKATINKM
Annual cost (TER)0.59%0.50%
Fund size (AUM)$158M$76M
Since20142012
Dividend yield0.46%4.88%
Asset classequitymixed asset
Region
Strategyactive selectionactive selection
CAGR 1YN/A+14.1%
CAGR 3YN/A+9.9%
CAGR 5YN/A+4.1%
Sharpe 3YN/A0.84
Volatility 1Y5.98%
Max drawdown-10.41%-28.58%

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

Similar to GKAT and INKM