Compare · 2 funds side by side · dividends reinvested

GKAT and ACWI

GKATScharf×ACWIiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,513ACWI · best of the two

02 / 04

GKAT and ACWI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI ACWI ETFInternational · Global0.32%1.42%+12.7%+13.5%+22.9%+10.6%−9.7%14.2%$32.2B1.4

Scharf Global Opportunity ETFInternational · Global0.59%0.70%+14.7%+19.2%[…][…]−10.4%12.6%$169M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: GKAT 2014 · ACWI 2008

Head to Head

Swap sides Versus in desk

Head to Head

Scharf Global Opportunity ETF · $169M[…]

GKAT

ACWI

iShares MSCI ACWI ETF · $32.2B$16,513

$10,000 five years ago, dividends reinvested · they hold 10.7% in common

GKATMeasureACWI

+14.7%Year to dateJan 1 → Nov 4+12.7%

+19.2%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $18,581+22.9%

[…]5 years · per year$10,000 became […] · $16,513+10.6%

0.59%Expense ratio$59 · $32 a year on $10k · lower is better0.32%

0.70%Trailing 12-mo yield$70 · $142 a year on $10k1.42%

−10.4%Worst dropSmaller is better−9.7%

12.6%VolatilityLower is calmer14.2%

GKATACWI Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GKAT vs ACWI: Top 5 Holdings

Today

GKAT

27.6%in top 5

ACWI

in top 517.3%

GKATStockACWI

6.2%OXYnot top 5

5.9%AMZN2.4%

5.8%MSFT3.6%

5.0%BNnot top 5

not top 5AAPL4.8%

not top 5NVDA4.7%

4.6%METAnot top 5

not top 52330.TW1.7%

Held in common10.7%

End-of-day Nov 4, 2026 · share of each fund

GKAT vs ACWI Returns, Every Period

ScharfGKAT

+19.2%

past year

ACWIiShares

+13.5%

past year

GKATACWIFaded: behind in that period

2–0GKAT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

GKAT vs ACWI

YTD

ScharfGKAT

+14.7%

ACWIiShares

+12.7%

+14.7%Year to date+12.7%

−10.4%Worst drop · 1Y−9.7%

12.6%Volatility · 1Y14.2%

0.7%Yield1.4%

$169MAssets$32.2B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GKAT, ACWI

Today

0.32%lowest, ACWI

FundExpense ratioFee$10k

ACWI0.32%$32

GKAT0.59%$59

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: GKAT, ACWI

1.42%highest, ACWI

FundTrailing yieldYield$10k

ACWI1.42%$142

GKAT0.70%$70

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$110most kept, ACWI

ACWI$142 − $32 = $110

GKAT$70 − $59 = $11

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: GKAT, ACWI

Today

10.7%most shared, GKAT and ACWI

GKATACWI

GKAT—10.7%

ACWI10.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.2%GKAT, at 12.6% volatility

GKATWorst drop−10.4%12.6% vol

ACWIWorst drop−9.7%14.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ACWIGKAT

+12.7%Year to date+14.7%

1.4%Yield0.7%

+13.5%Past year+19.2%

0.32%Fee0.59%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026