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GKAT vs SAGP

Scharf Global Opportunity ETF vs Strategas Global Policy Opportunities ETF

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

SAGP

Strategas Global Policy Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$75M

Key differences

  • GKAT costs 0.06% less per year.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GKATSAGP
Annual cost (TER)0.59%0.65%
Fund size (AUM)$158M$75M
Since20142022
Dividend yield0.46%0.52%
Asset classequityequity
Regionglobal
Strategyactive selectionactive selection
CAGR 1YN/A+17.1%
CAGR 3YN/A+15.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.88
Volatility 1Y12.97%
Max drawdown-10.41%-22.90%

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

Similar to GKAT and SAGP