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HFGM vs GKAT

Unlimited HFGM Global Macro ETF vs Scharf Global Opportunity ETF

HFGM

Unlimited HFGM Global Macro ETF

Unlimited

Annual cost

1.01%

Fund size

$133M

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

Key differences

  • GKAT costs 0.42% less per year.
  • HFGM is classified as alternative, while GKAT is equity — different risk/return profiles.
  • HFGM follows a tactical allocation strategy; GKAT uses active selection.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HFGMGKAT
Annual cost (TER)1.01%0.59%
Fund size (AUM)$133M$158M
Since20252014
Dividend yield5.05%0.46%
Asset classalternativeequity
Region
Strategytactical allocationactive selection
CAGR 1Y+42.9%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y22.77%
Max drawdown-10.66%-10.41%

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

Similar to HFGM and GKAT