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GKAT vs SCHO

Scharf Global Opportunity ETF vs Schwab Short-Term U.S. Treasury ETF

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

SCHO

Schwab Short-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$12.5B

Key differences

  • SCHO costs 0.56% less per year.
  • SCHO is significantly larger than GKAT — larger funds tend to be more liquid and less likely to close.
  • GKAT is classified as equity, while SCHO is fixed income — different risk/return profiles.
  • GKAT follows a active selection strategy; SCHO uses index tracking.

Side-by-side comparison

GKATSCHO
Annual cost (TER)0.59%0.03%
Fund size (AUM)$158M$12.5B
Since20142010
Dividend yield0.46%3.97%
Asset classequityfixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+3.5%
CAGR 3YN/A+3.9%
CAGR 5YN/A+1.8%
Sharpe 3YN/A0.20
Volatility 1Y1.38%
Max drawdown-10.41%-5.69%

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

Similar to GKAT and SCHO