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SCHO vs GKAT

Schwab Short-Term U.S. Treasury ETF vs Scharf Global Opportunity ETF

SCHO

Schwab Short-Term U.S. Treasury ETF

Annual cost

0.03%

Fund size

$12.5B

GKAT

Scharf Global Opportunity ETF

Annual cost

0.59%

Fund size

$158M

Key differences

  • SCHO costs 0.56% less per year.
  • SCHO is significantly larger than GKAT — larger funds tend to be more liquid and less likely to close.
  • SCHO is classified as fixed income, while GKAT is equity — different risk/return profiles.
  • SCHO follows a index tracking strategy; GKAT uses active selection.

Side-by-side comparison

SCHOGKAT
Annual cost (TER)0.03%0.59%
Fund size (AUM)$12.5B$158M
Since20102014
Dividend yield3.97%0.46%
Asset classfixed incomeequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+3.5%N/A
CAGR 3Y+4.1%N/A
CAGR 5Y+1.8%N/A
Sharpe 3Y0.28N/A
Volatility 1Y1.38%
Max drawdown-5.69%-10.41%

Similar to SCHO and GKAT