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MSMR vs GKAT

McElhenny Sheffield Managed Risk ETF vs Scharf Global Opportunity ETF

MSMR

McElhenny Sheffield Managed Risk ETF

MSCM Funds

Annual cost

1.06%

Fund size

$166M

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

Key differences

  • GKAT costs 0.47% less per year.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MSMRGKAT
Annual cost (TER)1.06%0.59%
Fund size (AUM)$166M$158M
Since20212014
Dividend yield1.88%0.46%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+25.9%N/A
CAGR 3Y+20.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.40N/A
Volatility 1Y12.03%
Max drawdown-14.86%-10.41%

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

Similar to MSMR and GKAT