GKAT vs VYM
Scharf Global Opportunity ETF vs Vanguard High Dividend Yield ETF
Which is better, GKAT or VYM?
VYM has been ahead.
VYM has a lower expense ratio. VYM led over 1Y and the full window.
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 | VYM |
|---|---|---|
| Expense Ratio | 0.59% | 0.04%Best |
| AUM | $167M | $78.9B |
| Dividend Yield | 0.75% | 2.37% |
| Holdings | 36 | 608 |
| YTD Return | +10.44% | +15.12%Best |
| 1Y Return | +15.89% | +19.10%Best |
| 3Y Return (annualized) | - | +20.95% |
| 5Y Return (annualized) | - | +11.68% |
| Volatility (annualized) | 13.9% | 11.1%Best |
| Max Drawdown | -10.4% | -6.7%Best |
| $10,000 over 1.2 years | $11,778 | $12,244Best |
| Fund Family | Scharf Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Oct 14, 2014 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Aug 25, 2025 to Oct 30, 2026 (1.2 years).
GKAT vs VYM 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 1.2 years both funds cover.
GKAT vs VYM Performance
Scharf Global Opportunity ETF (GKAT) is an ETF from Scharf Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year GKAT returned +15.89% while VYM returned +19.10%. Year to date, GKAT is up 10.44% versus a gain of 15.12% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GKAT has been the more volatile fund, with annualized monthly volatility of 13.9% compared with 11.1% for VYM. 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 -6.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
GKAT charges 0.59% per year while VYM charges 0.04%. On a $10,000 position that is $59 vs $4 annually, a gap of $55 per year that compounds over a long holding period. On income, GKAT currently yields 0.75% against 2.37% for VYM.
Holdings Overlap
At least 3.8% of VYM's money is in holdings GKAT also owns.
Stated as a floor: for GKAT, our book for it covers 94.4% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
VYM and GKAT share little of their money.
9 positions in common, counted across the 31 positions we hold weights for in GKAT and 602 in VYM, against full books of 36 and 608.
Top Shared Holdings
| Stock | Weight in GKAT | Weight in VYM | Difference |
|---|---|---|---|
| OXYOccidental Petroleum Corp. | 6.05% | 0.18% | 5.87% |
| DISWalt Disney Co | 4.06% | 0.77% | 3.29% |
| UNPUnion Pacific Corp | 3.94% | 0.72% | 3.22% |
| MCDMcdonald'S Corp | 3.65% | 0.75% | 2.90% |
| ZTSZoetis Inc . | 3.04% | 0.13% | 2.91% |
| MKLMarkel Group Inc | 2.61% | 0.07% | 2.54% |
| SLBSchlumberger Nv. | 2.10% | 0.36% | 1.74% |
| MMCMarsh & Mclennan Cos Inc Common Stock Usd 1 | 1.63% | 0.37% | 1.26% |
| CVSCvs Health Corp | 1.42% | 0.49% | 0.93% |
You are not choosing between two funds in isolation.
Whichever of GKAT and VYM 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 VYM?
GKAT has an expense ratio of 0.59% while VYM charges 0.04%. VYM is the cheaper option, by $55 a year on a $10,000 investment.
Which performed better, GKAT or VYM?
Over the past year GKAT returned +15.89% vs +19.10% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), GKAT annualized +14.61% vs +18.38% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, GKAT or VYM?
GKAT has been the more volatile fund at 13.9% annualized versus 11.1% for VYM. Worst drawdown: GKAT -10.4% vs VYM -6.7%.
Should I hold both GKAT and VYM?
GKAT and VYM have a monthly-return correlation of 0.81, 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 VYM?
At least 3.8% of VYM's money is in holdings GKAT also owns. Our book for GKAT is partial, so the real figure is this or higher. They hold 9 positions in common, counted across the 31 positions we hold weights for in GKAT and 602 in VYM.
Which pays a higher dividend, GKAT or VYM?
GKAT yields 0.75% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.
Is VYM better than GKAT?
VYM has a lower expense ratio. VYM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.