GKAT vs SCHD
Scharf Global Opportunity ETF vs Schwab US Dividend Equity ETF
Which is better, GKAT or SCHD?
SCHD has been ahead.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 46.3%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | GKAT | SCHD |
|---|---|---|
| Expense Ratio | 0.59% | 0.06%Best |
| AUM | $169M | $112.1B |
| Dividend Yield | 0.62% | 3.00% |
| Holdings | 36 | 103 |
| YTD Return | +9.30% | +21.73%Best |
| 1Y Return | +13.89% | +26.35%Best |
| 3Y Return (annualized) | - | +16.02% |
| 5Y Return (annualized) | - | +9.26% |
| Volatility (annualized) | 13.7%Best | 14.2% |
| Max Drawdown | -10.4% | -6.0%Best |
| $10,000 over 1.1 years | $11,651 | $12,437Best |
| Top 10 Weight | 46.3% | 41.8%Best |
| Fund Family | Scharf Funds | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Oct 14, 2014 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Aug 25, 2025 to Sep 25, 2026 (1.1 years).
GKAT vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.1 years both funds cover.
GKAT vs SCHD Performance
Scharf Global Opportunity ETF (GKAT) is an ETF from Scharf Funds and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year GKAT returned +13.89% while SCHD returned +26.35%. Year to date, GKAT is up 9.30% versus a gain of 21.73% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 13.7% for GKAT. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -10.4% for GKAT and -6.0% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
GKAT charges 0.59% per year while SCHD charges 0.06%. On a $10,000 position that is $59 vs $6 annually, a gap of $53 per year that compounds over a long holding period. On income, GKAT currently yields 0.62% against 3.00% for SCHD.
Holdings Overlap
2.4% of GKAT's money is in holdings SCHD also owns. 2.2% of SCHD's money is in holdings GKAT also owns.
GKAT and SCHD share little of their money.
1 positions in common, counted across the 31 positions we hold weights for in GKAT and 100 in SCHD, against full books of 36 and 103.
What only one of them owns
Our book lists 98 positions for SCHD that do not appear in our book for GKAT (97.7% of the fund), and 23 for GKAT that do not appear in SCHD (75.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in GKAT | Weight in SCHD | Difference |
|---|---|---|---|
| SLBSchlumberger Nv. | 2.43% | 2.19% | 0.24% |
You are not choosing between two funds in isolation.
Whichever of GKAT and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, GKAT or SCHD?
GKAT has an expense ratio of 0.59% while SCHD charges 0.06%. SCHD is the cheaper option, by $53 a year on a $10,000 investment.
Which performed better, GKAT or SCHD?
Over the past year GKAT returned +13.89% vs +26.35% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), GKAT annualized +14.90% vs +21.93% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, GKAT or SCHD?
SCHD has been the more volatile fund at 14.2% annualized versus 13.7% for GKAT. Worst drawdown: GKAT -10.4% vs SCHD -6.0%.
Should I hold both GKAT and SCHD?
GKAT and SCHD have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between GKAT and SCHD?
2.4% of GKAT's money is in holdings SCHD also owns. 2.2% of SCHD's is in holdings GKAT also owns. They hold 1 positions in common, counted across the 31 positions we hold weights for in GKAT and 100 in SCHD.
Which pays a higher dividend, GKAT or SCHD?
GKAT yields 0.62% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than GKAT?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 46.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.