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MSSS vs GKAT

Monarch Select Subsector ETF vs Scharf Global Opportunity ETF

MSSS

Monarch Select Subsector ETF

Monarch Funds

Annual cost

1.43%

Fund size

$128M

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

Key differences

  • GKAT costs 0.84% less per year.
  • MSSS follows a index tracking strategy; GKAT uses active selection.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MSSSGKAT
Annual cost (TER)1.43%0.59%
Fund size (AUM)$128M$158M
Since20242014
Dividend yield0.36%0.46%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+23.3%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.19%
Max drawdown-19.14%-10.41%

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

Similar to MSSS and GKAT