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GKAT vs YLD

Scharf Global Opportunity ETF vs Principal Active High Yield ETF

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • YLD costs 0.20% less per year.
  • YLD is significantly larger than GKAT — larger funds tend to be more liquid and less likely to close.
  • GKAT is classified as equity, while YLD is alternative — different risk/return profiles.
  • GKAT follows a active selection strategy; YLD uses multi strategy.

Side-by-side comparison

GKATYLD
Annual cost (TER)0.59%0.39%
Fund size (AUM)$158M$524M
Since20142015
Dividend yield0.46%7.31%
Asset classequityalternative
Regionglobal
Strategyactive selectionmulti strategy
CAGR 1YN/A+8.3%
CAGR 3YN/A+8.9%
CAGR 5YN/A+5.0%
Sharpe 3YN/A0.90
Volatility 1Y4.32%
Max drawdown-10.41%-28.34%

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

Similar to GKAT and YLD