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SCHK vs GKAT

Schwab 1000 ETF vs Scharf Global Opportunity ETF

SCHK

Schwab 1000 ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$5.3B

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

Key differences

  • SCHK costs 0.56% less per year.
  • SCHK is significantly larger than GKAT — larger funds tend to be more liquid and less likely to close.
  • SCHK follows a index tracking strategy; GKAT uses active selection.

Side-by-side comparison

SCHKGKAT
Annual cost (TER)0.03%0.59%
Fund size (AUM)$5.3B$158M
Since20172014
Dividend yield1.06%0.46%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+29.0%N/A
CAGR 3Y+23.1%N/A
CAGR 5Y+13.3%N/A
Sharpe 3Y1.22N/A
Volatility 1Y12.30%
Max drawdown-34.80%-10.41%

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

Similar to SCHK and GKAT