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GXIG vs KAT

Global X Investment Grade Corporate Bond ETF vs Scharf ETF

GXIG

Global X Investment Grade Corporate Bond ETF

Global X Funds

Annual cost

0.15%

Fund size

$175M

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

Key differences

  • GXIG costs 0.60% less per year.
  • KAT is significantly larger than GXIG — larger funds tend to be more liquid and less likely to close.
  • GXIG is classified as fixed income, while KAT is equity — different risk/return profiles.
  • KAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GXIGKAT
Annual cost (TER)0.15%0.75%
Fund size (AUM)$175M$688M
Since20252011
Dividend yield0.39%
Asset classfixed incomeequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-3.19%-9.25%

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

Similar to GXIG and KAT