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KAT vs GKAT

Scharf ETF vs Scharf Global Opportunity ETF

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

Key differences

  • GKAT costs 0.16% less per year.
  • KAT is significantly larger than GKAT — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

KATGKAT
Annual cost (TER)0.75%0.59%
Fund size (AUM)$688M$158M
Since20112014
Dividend yield0.39%0.46%
Asset classequityequity
Region
Strategyactive selectionactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-9.25%-10.41%

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

Similar to KAT and GKAT