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GKAT vs LCR

Scharf Global Opportunity ETF vs Leuthold Core ETF

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

LCR

Leuthold Core ETF

Leuthold

Annual cost

0.84%

Fund size

$70M

Key differences

  • GKAT costs 0.25% less per year.
  • GKAT is classified as equity, while LCR is mixed asset — different risk/return profiles.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GKATLCR
Annual cost (TER)0.59%0.84%
Fund size (AUM)$158M$70M
Since20142020
Dividend yield0.46%1.35%
Asset classequitymixed asset
Region
Strategyactive selectionactive selection
CAGR 1YN/A+14.8%
CAGR 3YN/A+11.5%
CAGR 5YN/A+6.9%
Sharpe 3YN/A0.95
Volatility 1Y7.52%
Max drawdown-10.41%-17.44%

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

Similar to GKAT and LCR