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SAMM vs GKAT

Strategas Macro Momentum ETF vs Scharf Global Opportunity ETF

SAMM

Strategas Macro Momentum ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$28M

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

Key differences

  • GKAT costs 0.06% less per year.
  • GKAT is significantly larger than SAMM — larger funds tend to be 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

SAMMGKAT
Annual cost (TER)0.65%0.59%
Fund size (AUM)$28M$158M
Since20242014
Dividend yield0.98%0.46%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+26.5%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y16.99%
Max drawdown-24.09%-10.41%

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

Similar to SAMM and GKAT