Compare · 2 funds side by side · dividends reinvested

GKAT and URTH

GKATScharf×URTHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,957URTH · best of the two

02 / 04

GKAT and URTH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI World ETFInternational · Global0.24%1.37%+12.6%+13.8%+23.2%+11.1%−9.1%13.2%$9.1B1.4

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 · URTH 2012

Head to Head

Swap sides Versus in desk

Head to Head

Scharf Global Opportunity ETF · $169M[…]

GKAT

URTH

iShares MSCI World ETF · $9.1B$16,957

$10,000 five years ago, dividends reinvested · they hold 11.8% in common

GKATMeasureURTH

+14.7%Year to dateJan 1 → Nov 4+12.6%

+19.2%1 yearTotal return+13.8%

[…]3 years · per year$10,000 became […] · $18,683+23.2%

[…]5 years · per year$10,000 became […] · $16,957+11.1%

0.59%Expense ratio$59 · $24 a year on $10k · lower is better0.24%

0.70%Trailing 12-mo yield$70 · $137 a year on $10k1.37%

−10.4%Worst dropSmaller is better−9.1%

12.6%VolatilityLower is calmer13.2%

GKATURTH 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 URTH: Top 5 Holdings

Today

GKAT

27.6%in top 5

URTH

in top 519.4%

GKATStockURTH

6.2%OXYnot top 5

5.9%AMZN2.7%

5.8%MSFT4.1%

not top 5AAPL5.4%

not top 5NVDA5.3%

5.0%BNnot top 5

4.6%METAnot top 5

not top 5GOOGL1.8%

Held in common11.8%

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

GKAT vs URTH Returns, Every Period

ScharfGKAT

+19.2%

past year

URTHiShares

+13.8%

past year

GKATURTHFaded: behind in that period

2–0GKAT wins

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

GKAT vs URTH

YTD

ScharfGKAT

+14.7%

URTHiShares

+12.6%

+14.7%Year to date+12.6%

−10.4%Worst drop · 1Y−9.1%

12.6%Volatility · 1Y13.2%

0.7%Yield1.4%

$169MAssets$9.1B

2–2level

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

Cost, Income and Risk

Fees: GKAT, URTH

Today

0.24%lowest, URTH

FundExpense ratioFee$10k

URTH0.24%$24

GKAT0.59%$59

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

Yields: GKAT, URTH

1.37%highest, URTH

FundTrailing yieldYield$10k

URTH1.37%$137

GKAT0.70%$70

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

Income After Fees on $10,000

$113most kept, URTH

URTH$137 − $24 = $113

GKAT$70 − $59 = $11

KeptFee

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

Overlap: GKAT, URTH

Today

11.8%most shared, GKAT and URTH

GKATURTH

GKAT—11.8%

URTH11.8%—

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

URTHWorst drop−9.1%13.2% vol

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

Paid More vs Made More

YTD

URTHGKAT

+12.6%Year to date+14.7%

1.4%Yield0.7%

+13.8%Past year+19.2%

0.24%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