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KAT vs GSIE

Scharf ETF vs Goldman Sachs ActiveBeta International Equity ETF

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

GSIE

Goldman Sachs ActiveBeta International Equity ETF

Goldman Sachs

Annual cost

0.25%

Fund size

$5.6B

Key differences

  • GSIE costs 0.50% less per year.
  • GSIE is significantly larger than KAT — larger funds tend to be more liquid and less likely to close.
  • KAT follows a active selection strategy; GSIE uses index enhanced.

Side-by-side comparison

KATGSIE
Annual cost (TER)0.75%0.25%
Fund size (AUM)$688M$5.6B
Since20112015
Dividend yield0.39%2.55%
Asset classequityequity
Regionglobal
Strategyactive selectionindex enhanced
CAGR 1YN/A+21.5%
CAGR 3YN/A+16.6%
CAGR 5YN/A+9.0%
Sharpe 3YN/A0.87
Volatility 1Y14.23%
Max drawdown-9.25%-34.63%

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

Similar to KAT and GSIE