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GKAT vs ITOT

Scharf Global Opportunity ETF vs iShares Core S&P Total U.S. Stock Market ETF

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

ITOT

iShares Core S&P Total U.S. Stock Market ETF

iShares

Annual cost

0.03%

Fund size

$88.9B

Key differences

  • ITOT costs 0.56% less per year.
  • ITOT is significantly larger than GKAT — larger funds tend to be more liquid and less likely to close.
  • GKAT follows a active selection strategy; ITOT uses index tracking.
  • ITOT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GKATITOT
Annual cost (TER)0.59%0.03%
Fund size (AUM)$158M$88.9B
Since20142004
Dividend yield0.46%1.03%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+29.5%
CAGR 3YN/A+22.8%
CAGR 5YN/A+12.9%
Sharpe 3YN/A1.20
Volatility 1Y12.36%
Max drawdown-10.41%-35.00%

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

Similar to GKAT and ITOT