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PCRB vs GKAT

Putnam ESG Core Bond ETF - vs Scharf Global Opportunity ETF

PCRB

Putnam ESG Core Bond ETF -

Annual cost

0.36%

Fund size

$7M

GKAT

Scharf Global Opportunity ETF

Annual cost

0.59%

Fund size

$165M

Key differences

PCRB is a fixed income ETF, while GKAT is an equity ETF. PCRB charges 0.36% a year and GKAT 0.59%.

  • PCRB is a fixed income fund, while GKAT is an equity fund. They carry different risk/return profiles.
  • PCRB follows a index tracking strategy; GKAT uses active selection.
  • PCRB covers North America; GKAT covers global markets.
  • PCRB costs 0.23% less per year.
  • GKAT is much larger than PCRB. Larger funds are usually more liquid and less likely to close.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PCRBGKAT
Annual cost (TER)0.36%0.59%
Fund size (AUM)$7M$165M
Since20232014
Dividend yield9.74%0.45%
Asset classfixed incomeequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+3.8%N/A
CAGR 3Y+3.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.06N/A
Volatility 1Y3.75%
Max drawdown-7.20%-10.41%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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