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KAT vs GVLE

Scharf ETF vs Goldman Sachs Value Opportunities ETF

KAT

Scharf ETF

Scharf Investments

Annual cost

0.75%

Fund size

$688M

GVLE

Goldman Sachs Value Opportunities ETF

Goldman Sachs

Annual cost

0.45%

Fund size

$39M

Key differences

  • GVLE costs 0.30% less per year.
  • KAT is significantly larger than GVLE — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

KATGVLE
Annual cost (TER)0.75%0.45%
Fund size (AUM)$688M$39M
Since20112015
Dividend yield0.39%0.97%
Asset classequityequity
Regionnorth america
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%-7.88%

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

Similar to KAT and GVLE