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KNOW vs GKAT

Fundamentals First ETF vs Scharf Global Opportunity ETF

KNOW

Fundamentals First ETF

Mason Capital Partners

Annual cost

1.09%

Fund size

$7M

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

Key differences

  • GKAT costs 0.50% less per year.
  • GKAT is significantly larger than KNOW — larger funds tend to be more liquid and less likely to close.
  • KNOW is classified as mixed asset, while GKAT is equity — different risk/return profiles.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KNOWGKAT
Annual cost (TER)1.09%0.59%
Fund size (AUM)$7M$158M
Since20242014
Dividend yield1.37%0.46%
Asset classmixed assetequity
Region
Strategyactive selectionactive selection
CAGR 1Y+20.3%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.73%
Max drawdown-15.99%-10.41%

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

Similar to KNOW and GKAT