Compare · 2 funds side by side · dividends reinvested

GKAT and IOO

GKATScharf×IOOiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,135IOO · best of the two

02 / 04

GKAT and IOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global 100 ETFInternational · Global0.40%0.83%+11.3%+12.3%+26.8%+15.0%−9.9%14.5%$9.0B1.4

Scharf Global Opportunity ETFInternational · Global0.59%0.72%+11.6%+15.8%[…][…]−10.4%12.3%$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 3, 2026 · returns include dividends · since: GKAT 2014 · IOO 2000

Head to Head

Swap sides Versus in desk

Head to Head

Scharf Global Opportunity ETF · $169M[…]

GKAT

IOO

iShares Global 100 ETF · $9.0B$20,135

$10,000 five years ago, dividends reinvested · they hold 13.2% in common

GKATMeasureIOO

+11.6%Year to dateJan 1 → Nov 3+11.3%

+15.8%1 yearTotal return+12.3%

[…]3 years · per year$10,000 became […] · $20,410+26.8%

[…]5 years · per year$10,000 became […] · $20,135+15.0%

0.59%Expense ratio$59 · $40 a year on $10k · lower is better0.40%

0.72%Trailing 12-mo yield$72 · $83 a year on $10k0.83%

−10.4%Worst dropSmaller is better−9.9%

12.3%VolatilityLower is calmer14.5%

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

3–3Level

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

More Ways to See the Pairs

GKAT vs IOO: Top 5 Holdings

Today

GKAT

27.3%in top 5

IOO

in top 544.0%

GKATStockIOO

not top 5AAPL12.4%

not top 5NVDA12.2%

5.7%MSFT9.5%

6.2%OXYnot top 5

5.8%AMZN5.8%

5.1%BNnot top 5

4.5%CPG.Lnot top 5

not top 5GOOGL4.0%

Held in common13.2%

End-of-day Nov 3, 2026 · share of each fund

GKAT vs IOO Returns, Every Period

ScharfGKAT

+15.8%

past year

IOOiShares

+12.3%

past year

GKATIOOFaded: behind in that period

2–0GKAT wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

GKAT vs IOO

YTD

ScharfGKAT

+11.6%

IOOiShares

+11.3%

+11.6%Year to date+11.3%

−10.4%Worst drop · 1Y−9.9%

12.3%Volatility · 1Y14.5%

0.7%Yield0.8%

$169MAssets$9.0B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GKAT, IOO

Today

0.40%lowest, IOO

FundExpense ratioFee$10k

IOO0.40%$40

GKAT0.59%$59

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: GKAT, IOO

0.83%highest, IOO

FundTrailing yieldYield$10k

IOO0.83%$83

GKAT0.72%$72

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$43most kept, IOO

IOO$83 − $40 = $43

GKAT$72 − $59 = $13

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: GKAT, IOO

Today

13.2%most shared, GKAT and IOO

GKATIOO

GKAT—13.2%

IOO13.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.8%GKAT, at 12.3% volatility

GKATWorst drop−10.4%12.3% vol

IOOWorst drop−9.9%14.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IOOGKAT

+11.3%Year to date+11.6%

0.8%Yield0.7%

+12.3%Past year+15.8%

0.40%Fee0.59%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026