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GKAT vs SCHK

Scharf Global Opportunity ETF vs Schwab 1000 ETF

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

SCHK

Schwab 1000 ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$5.3B

Key differences

  • SCHK costs 0.56% less per year.
  • SCHK is significantly larger than GKAT — larger funds tend to be more liquid and less likely to close.
  • GKAT follows a active selection strategy; SCHK uses index tracking.

Side-by-side comparison

GKATSCHK
Annual cost (TER)0.59%0.03%
Fund size (AUM)$158M$5.3B
Since20142017
Dividend yield0.46%1.06%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+29.0%
CAGR 3YN/A+23.1%
CAGR 5YN/A+13.3%
Sharpe 3YN/A1.22
Volatility 1Y12.30%
Max drawdown-10.41%-34.80%

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

Similar to GKAT and SCHK