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KAT vs GIGB

Scharf ETF vs Goldman Sachs Access Investment Grade Corporate Bond ETF

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

GIGB

Goldman Sachs Access Investment Grade Corporate Bond ETF

Goldman Sachs

Annual cost

0.08%

Fund size

$907M

Key differences

  • GIGB costs 0.67% less per year.
  • KAT is classified as equity, while GIGB is fixed income — different risk/return profiles.
  • KAT follows a active selection strategy; GIGB uses index tracking.
  • KAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KATGIGB
Annual cost (TER)0.75%0.08%
Fund size (AUM)$688M$907M
Since20112017
Dividend yield0.39%4.70%
Asset classequityfixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+6.9%
CAGR 3YN/A+5.4%
CAGR 5YN/A+0.7%
Sharpe 3YN/A0.31
Volatility 1Y4.40%
Max drawdown-9.25%-22.25%

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

Similar to KAT and GIGB