VMOT vs. GKAT

Last updated Jun 5, 2026

VMOT (Alpha Architect Value Momentum Trend ETF) and GKAT (Scharf Global Opportunity ETF) are both exchange-traded funds - VMOT is a Momentum fund tracking the Alpha Architect Value Momentum Trend Index, while GKAT is a Global Equities fund managed by Scharf Investments. A 0.64 correlation means they provide meaningful diversification when combined. VMOT charges 1.75%/yr vs 0.59%/yr for GKAT.

Performance

VMOT vs. GKAT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alpha Architect Value Momentum Trend ETF (VMOT) and Scharf Global Opportunity ETF (GKAT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VMOT achieves a 17.24% return, which is significantly higher than GKAT's 10.13% return.

VMOT

• 1D: -0.04%
• 1M: 2.41%
• YTD: 17.24%
• 6M: 19.78%
• 1Y: 33.92%
• 3Y*: 19.67%
• 5Y*: 6.93%
• 10Y*: —

GKAT

• 1D: 0.39%
• 1M: 4.18%
• YTD: 10.13%
• 6M: 13.53%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

VMOT vs. GKAT - Yearly Performance Comparison

	2026 (YTD)	2025
VMOT Alpha Architect Value Momentum Trend ETF	17.24%	8.36%
GKAT Scharf Global Opportunity ETF	10.13%	6.04%

Correlation

The correlation between VMOT and GKAT is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Aug 26, 2025	0.64

Return for Risk

VMOT vs. GKAT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VMOT

VMOT Risk / Return Rank: 69
VMOT Sharpe Ratio Rank: 69
VMOT Sortino Ratio Rank: 70
VMOT Omega Ratio Rank: 70
VMOT Calmar Ratio Rank: 64
VMOT Martin Ratio Rank: 72

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VMOT vs. GKAT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alpha Architect Value Momentum Trend ETF (VMOT) 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.

	VMOT	GKAT	Difference
Sharpe ratio: Return per unit of total volatility	2.24	—	—
Sortino ratio: Return per unit of downside risk	3.15	—	—
Omega ratio: Gain probability vs. loss probability	1.41	—	—
Calmar ratio: Return relative to maximum drawdown	3.14	—	—
Martin ratio: Return relative to average drawdown	13.16	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	VMOT	GKAT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.24	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.44	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.35	1.86	-1.51

Drawdowns

VMOT vs. GKAT - Drawdown Comparison

The maximum VMOT drawdown since its inception was -34.71%, which is greater than GKAT's maximum drawdown of -10.41%. Use the drawdown chart below to compare losses from any high point for VMOT and GKAT.

Drawdown Indicators

	VMOT	GKAT	Difference
Max Drawdown Largest peak-to-trough decline	-34.71%	-10.41%	-24.30%
Max Drawdown (1Y) Largest decline over 1 year	-10.85%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-20.23%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-23.73%	—	—
Current Drawdown Current decline from peak	-0.59%	-0.59%	0.00%
Average Drawdown Average peak-to-trough decline	-13.31%	-2.06%	-11.25%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.58%	—	—

Volatility

Volatility by Period

	VMOT	GKAT	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.86%	—	—
Volatility (6M) Calculated over the trailing 6-month period	12.86%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	15.25%	11.95%	+3.30%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.68%	11.95%	+3.73%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.90%	11.95%	+2.95%

VMOT vs. GKAT - Expense Ratio Comparison

VMOT has a 1.75% expense ratio, which is higher than GKAT's 0.59% expense ratio.

Dividends

VMOT vs. GKAT - Dividend Comparison

VMOT's dividend yield for the trailing twelve months is around 1.75%, more than GKAT's 0.44% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
GKAT Scharf Global Opportunity ETF	0.44%	0.24%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VMOT Alpha Architect Value Momentum Trend ETF	1.75%	2.05%	2.54%	4.13%	2.24%	0.82%	0.00%	1.76%	0.93%	0.81%

Frequently Asked Questions

Can I hold both VMOT and GKAT in my portfolio?

VMOT and GKAT have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, VMOT or GKAT?

On fees, GKAT is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, VMOT or GKAT?

GKAT is cheaper with a 0.59% expense ratio, compared with 1.75% for VMOT.

Which ETF pays a higher dividend yield, VMOT or GKAT?

VMOT has the higher dividend yield at 1.75%, compared with 0.44% for GKAT.

What is the main difference between VMOT and GKAT?

VMOT is categorized as Momentum, while GKAT is Global Equities. They also come from different issuers: Alpha Architect and Scharf Investments. Their fees differ too: 1.75% for VMOT and 0.59% for GKAT.