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ZHOG vs GKAT

F/m Opportunistic Income ETF vs Scharf Global Opportunity ETF

ZHOG

F/m Opportunistic Income ETF

F/m investments, LLC

Annual cost

0.43%

Fund size

$45M

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

Key differences

  • ZHOG costs 0.16% less per year.
  • GKAT is significantly larger than ZHOG — larger funds tend to be more liquid and less likely to close.
  • ZHOG is classified as fixed income, while GKAT is equity — different risk/return profiles.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ZHOGGKAT
Annual cost (TER)0.43%0.59%
Fund size (AUM)$45M$158M
Since20232014
Dividend yield5.60%0.46%
Asset classfixed incomeequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+5.9%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.61%
Max drawdown-3.66%-10.41%

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

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