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KAT vs GAL

Scharf ETF vs State Street Global Allocation ETF

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

GAL

State Street Global Allocation ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$307M

Key differences

  • GAL costs 0.40% less per year.
  • KAT is classified as equity, while GAL is alternative — different risk/return profiles.
  • KAT follows a active selection strategy; GAL uses tactical allocation.

Side-by-side comparison

KATGAL
Annual cost (TER)0.75%0.35%
Fund size (AUM)$688M$307M
Since20112012
Dividend yield0.39%3.18%
Asset classequityalternative
Region
Strategyactive selectiontactical allocation
CAGR 1YN/A+20.4%
CAGR 3YN/A+13.9%
CAGR 5YN/A+7.2%
Sharpe 3YN/A1.04
Volatility 1Y8.71%
Max drawdown-9.25%-28.31%

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

Similar to KAT and GAL