Screener
IJR vs GKAT
iShares Core S&P Small-Cap ETF vs Scharf Global Opportunity ETF
Key differences
- IJR costs 0.53% less per year.
- IJR is significantly larger than GKAT — larger funds tend to be more liquid and less likely to close.
- IJR follows a index tracking strategy; GKAT uses active selection.
- IJR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IJR | GKAT | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.59% |
| Fund size (AUM) | $102.6B | $158M |
| Since | 2000 | 2014 |
| Dividend yield | 1.16% | 0.46% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +33.1% | N/A |
| CAGR 3Y | +15.4% | N/A |
| CAGR 5Y | +5.9% | N/A |
| Sharpe 3Y | 0.63 | N/A |
| Volatility 1Y | 17.65% | — |
| Max drawdown | -44.36% | -10.41% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to IJR and GKAT
Explore further