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GKAT vs PCRB

Scharf Global Opportunity ETF vs Putnam ESG Core Bond ETF -

GKAT

Scharf Global Opportunity ETF

Annual cost

0.59%

Fund size

$165M

PCRB

Putnam ESG Core Bond ETF -

Annual cost

0.36%

Fund size

$7M

Key differences

GKAT is an equity ETF, while PCRB is a fixed income ETF. GKAT charges 0.59% a year and PCRB 0.36%.

  • GKAT is an equity fund, while PCRB is a fixed income fund. They carry different risk/return profiles.
  • GKAT follows a active selection strategy; PCRB uses index tracking.
  • GKAT covers global markets; PCRB covers North America.
  • PCRB costs 0.23% less per year.
  • GKAT is much larger than PCRB. Larger funds are usually more liquid and less likely to close.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GKATPCRB
Annual cost (TER)0.59%0.36%
Fund size (AUM)$165M$7M
Since20142023
Dividend yield0.45%9.74%
Asset classequityfixed income
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+3.5%
CAGR 3YN/A+3.9%
CAGR 5YN/AN/A
Sharpe 3YN/A0.07
Volatility 1Y3.76%
Max drawdown-10.41%-7.20%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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