Skip to content
Beacon
Screener

GKAT vs MSMR

Scharf Global Opportunity ETF vs McElhenny Sheffield Managed Risk ETF

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

MSMR

McElhenny Sheffield Managed Risk ETF

MSCM Funds

Annual cost

1.06%

Fund size

$166M

Key differences

  • GKAT costs 0.47% less per year.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GKATMSMR
Annual cost (TER)0.59%1.06%
Fund size (AUM)$158M$166M
Since20142021
Dividend yield0.46%1.88%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+25.9%
CAGR 3YN/A+20.5%
CAGR 5YN/AN/A
Sharpe 3YN/A1.40
Volatility 1Y12.03%
Max drawdown-10.41%-14.86%

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

Similar to GKAT and MSMR