AVGV vs. GKAT
AVGV (Avantis All Equity Markets Value ETF) and GKAT (Scharf Global Opportunity ETF) are both Global Equities funds. Both are actively managed. Their 0.70 correlation means they have sometimes moved together and sometimes differently. AVGV charges 0.26%/yr vs 0.59%/yr for GKAT.
Performance
AVGV vs. GKAT - Performance Comparison
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Returns By Period
In the year-to-date period, AVGV achieves a 19.44% return, which is significantly higher than GKAT's 9.91% return.
AVGV
- 1D
- 1.06%
- 1M
- 2.01%
- 6M
- 11.09%
- YTD
- 19.44%
- 1Y
- 35.33%
- 3Y*
- 20.17%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 21.39%
GKAT
- 1D
- 1.38%
- 1M
- 3.50%
- 6M
- 7.74%
- YTD
- 9.91%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.38M | $4.64M | $3.97M | |
| $55.81K | $70.15K | $140.36K |
AVGV vs. GKAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AVGV Avantis All Equity Markets Value ETF | 19.44% | 6.45% |
GKAT Scharf Global Opportunity ETF | 9.91% | 5.93% |
Correlation
The correlation between AVGV and GKAT is 0.70, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 25, 2025 | 0.70 |
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Return for Risk
AVGV vs. GKAT — Risk / Return Rank
AVGV
GKAT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AVGV vs. GKAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis All Equity Markets Value ETF (AVGV) and Scharf Global Opportunity ETF (GKAT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AVGV | GKAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.49 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 4.37 | — | — |
| Martin ratioReturn relative to average drawdown | 17.10 | — | — |
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Drawdowns
AVGV vs. GKAT - Drawdown Comparison
The maximum AVGV drawdown since its inception was -17.03%, which is greater than GKAT's maximum drawdown of -10.41%. Use the drawdown chart below to compare losses from any high point for AVGV and GKAT.
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Drawdown Indicators
| AVGV | GKAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.03% | -10.41% | -6.62% |
Max Drawdown (1Y)Largest decline over 1 year | -8.12% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -17.03% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.79% | +0.79% |
Average DrawdownAverage peak-to-trough decline | -2.23% | -2.27% | +0.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.07% | — | — |
Volatility
AVGV vs. GKAT - Volatility Comparison
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Volatility by Period
| AVGV | GKAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.10% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.27% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.24% | 12.28% | +0.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.87% | 12.28% | +2.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.87% | 12.28% | +2.59% |
AVGV vs. GKAT - Expense Ratio Comparison
AVGV has a 0.26% expense ratio, which is lower than GKAT's 0.59% expense ratio.
Dividends
AVGV vs. GKAT - Dividend Comparison
AVGV's dividend yield for the trailing twelve months is around 1.60%, more than GKAT's 0.64% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
AVGV Avantis All Equity Markets Value ETF | 1.60% | 1.98% | 2.32% | 1.14% |
GKAT Scharf Global Opportunity ETF | 0.64% | 0.24% | 0.00% | 0.00% |
Frequently Asked Questions
AVGV and GKAT have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AVGV is cheaper at 0.26% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AVGV is cheaper with a 0.26% expense ratio, compared with 0.59% for GKAT.
AVGV has the higher dividend yield at 1.60%, compared with 0.64% for GKAT.
They also come from different issuers: Avantis and Scharf Investments. Their fees differ too: 0.26% for AVGV and 0.59% for GKAT.
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