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GKAT vs YEAR

Scharf Global Opportunity ETF vs AB Ultra Short Income ETF

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

YEAR

AB Ultra Short Income ETF

AllianceBernstein

Annual cost

0.25%

Fund size

$1.5B

Key differences

  • YEAR costs 0.34% less per year.
  • YEAR is significantly larger than GKAT — larger funds tend to be more liquid and less likely to close.
  • GKAT is classified as equity, while YEAR is fixed income — different risk/return profiles.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GKATYEAR
Annual cost (TER)0.59%0.25%
Fund size (AUM)$158M$1.5B
Since20142022
Dividend yield0.46%4.21%
Asset classequityfixed income
Region
Strategyactive selectionactive selection
CAGR 1YN/A+3.9%
CAGR 3YN/A+5.0%
CAGR 5YN/AN/A
Sharpe 3YN/A1.30
Volatility 1Y0.77%
Max drawdown-10.41%-0.79%

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

Similar to GKAT and YEAR