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SAGP vs GKAT

Strategas Global Policy Opportunities ETF vs Scharf Global Opportunity ETF

SAGP

Strategas Global Policy Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$75M

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

Key differences

  • GKAT costs 0.06% less per year.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SAGPGKAT
Annual cost (TER)0.65%0.59%
Fund size (AUM)$75M$158M
Since20222014
Dividend yield0.52%0.46%
Asset classequityequity
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+17.1%N/A
CAGR 3Y+15.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.88N/A
Volatility 1Y12.97%
Max drawdown-22.90%-10.41%

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

Similar to SAGP and GKAT