GKAT vs VOO
Scharf Global Opportunity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | GKAT | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.03% | |
| AUM | $161M | $979.0B | |
| Dividend Yield | 0.66% | 1.09% | |
| Holdings | 40 | 509 | |
| YTD Return | +12.12% | +14.48% | |
| 1Y Return | +19.25% | +22.02% | |
| 3Y Return (annualized) | - | +21.80% | |
| 5Y Return (annualized) | - | +13.36% | |
| Volatility (annualized) | 13.4% | 14.2% | |
| Max Drawdown | -10.4% | -34.3% | |
| Fund Family | Scharf Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 14, 2014 | Sep 7, 2010 |
GKAT vs VOO Performance
Scharf Global Opportunity ETF (GKAT) is a ETF from Scharf Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year GKAT returned +19.25% while VOO returned +22.02%. Year to date, GKAT is up 12.12% versus a gain of 14.48% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 13.4% 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 -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
GKAT charges 0.59% per year while VOO charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, GKAT currently yields 0.66% against 1.09% for VOO.
Holdings Overlap
GKAT and VOO share 18 holdings out of 519 unique holdings combined, representing a 15.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, GKAT or VOO?
GKAT has an expense ratio of 0.59% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, GKAT or VOO?
Over the past year GKAT returned +19.25% vs +22.02% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results.
Which is riskier, GKAT or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 13.4% for GKAT. Worst drawdown: GKAT -10.4% vs VOO -34.3%.
Should I hold both GKAT and VOO?
GKAT and VOO have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GKAT and VOO?
GKAT and VOO share 18 common holdings with a 15.2% weight overlap. Combined, they hold 519 unique securities.
Which pays a higher dividend, GKAT or VOO?
GKAT yields 0.66% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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