GKAT vs CHGX
Comparison between SCHARF GLOBAL OPPORTUNITY ETF (GKAT, ETF) and STANCE SUSTAINABLE BETA ETF (CHGX, ETF).
GKAT vs CHGX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
GKAT
$166M
CHGX
$165M
Expense Ratio
GKAT
0.59%
Winner
CHGX
0.49%
Max Drawdown
Winner
GKAT
10.41%
CHGX
35.49%
Sharpe Ratio
GKAT
1.17
Winner
CHGX
1.69
5Y Beta
Winner
GKAT
0.68
CHGX
0.92
P/E Ratio
Winner
GKAT
16.33
CHGX
30.22
Forward P/E
Winner
GKAT
15.11
CHGX
20.64
PEG Ratio
GKAT
0.47
Winner
CHGX
0.35
5Y Dividends CAGR
GKAT
N/A
CHGX
23.24%
5Y EPS CAGR
GKAT
N/A
CHGX
19.37%
Debt to Equity
GKAT
17.13%
Winner
CHGX
-36.79%
P/S Ratio
GKAT
N/A
CHGX
3.07
P/B Ratio
GKAT
N/A
CHGX
5.84
GKAT vs CHGX - Holdings Comparison
GKAT and CHGX have 4 common holdings. Overlap is 2.86%
GKAT's top 25 holdings weight is 70.70%. CHGX's top 25 holdings weight is 39.04%.
| Rank | GKAT | CHGX |
|---|---|---|
| #1 | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (n/a) - 6.22% | MARVELL TECHNOLOGY INC (MRVL) - 2.57% |
| #2 | FRANCO-NEVADA CORP (n/a) - 4.72% | n/a (DELL) - 2.50% |
| #3 | MCKESSON CORP (MCK) - 4.47% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.29% |
| #4 | SAMSUNG ELECTRONICS CO LTD (n/a) - 4.22% | MICRON TECHNOLOGY INC (MU) - 2.18% |
| #5 | UNION PACIFIC CORP (UNP) - 4.03% | ADVANCED MICRO DEVICES INC (AMD) - 2.12% |
| #6 | NOVARTIS AG ADR (NVS) - 4.03% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.99% |
| #7 | MICROSOFT CORP (MSFT) - 3.92% | INTEL CORP (INTC) - 1.90% |
| #8 | ASTRAZENECA PLC ADR (AZN) - 3.87% | WESTERN DIGITAL CORP (WDC) - 1.75% |
| #9 | HEINEKEN NV ADR (HEINY) - 3.77% | BLOOM ENERGY CORP CLASS A (BE) - 1.62% |
| #10 | FISERV INC (FISV) - 3.50% | CIENA CORP (CIEN) - 1.53% |
| #11 | HALEON PLC ADR (HLN) - 3.14% | ROCKET LAB CORP (RKLB) - 1.48% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.94% | PALO ALTO NETWORKS INC (PANW) - 1.48% |
| #13 | CME GROUP INC CLASS A (CME) - 2.92% | FORTINET INC (FTNT) - 1.46% |
| #14 | CHUBB LTD (CB) - 2.88% | CISCO SYSTEMS INC (CSCO) - 1.36% |
| #15 | MARKEL GROUP INC (MKL) - 2.88% | ORACLE CORP (ORCL) - 1.35% |
| #16 | OCCIDENTAL PETROLEUM CORP (OXY) - 2.75% | TEXAS INSTRUMENTS INC (TXN) - 1.29% |
| #17 | ZOETIS INC CLASS A (ZTS) - 2.69% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.27% |
| #18 | THE WALT DISNEY CO (DIS) - 2.69% | STEEL DYNAMICS INC (STLD) - 1.23% |
| #19 | ORACLE CORP (ORCL) - 2.54% | APPLIED MATERIALS INC (AMAT) - 1.17% |
| #20 | SONY GROUP CORP ADR (SONY) - 2.52% | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.17% |
| #21 | N/A | UNITEDHEALTH GROUP INC (UNH) - 1.11% |
| #22 | N/A | CLOUDFLARE INC (NET) - 1.09% |
| #23 | N/A | TERADYNE INC (TER) - 1.08% |
| #24 | N/A | ARISTA NETWORKS INC (ANET) - 1.04% |
| #25 | N/A | BANK OF NEW YORK MELLON CORP (BNY) - 1.01% |
| Total Holdings | 20 | 105 |
GKAT vs CHGX - Historical Returns
Returns include dividend reinvestment.
1M
GKAT
+2.27%
Winner
CHGX
+6.47%
3M
GKAT
+6.94%
Winner
CHGX
+21.45%
6M
GKAT
+9.69%
Winner
CHGX
+21.01%
1Y
GKAT
N/A
CHGX
+30.29%
5Y(CAGR)
GKAT
N/A
CHGX
+10.58%
10Y(CAGR)
GKAT
N/A
CHGX
+13.60%
Max(CAGR)
Winner
GKAT
+18.85%
CHGX
+13.60%
GKAT vs CHGX - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | GKAT | CHGX |
|---|---|---|
| 2026 | +7.89% | +20.85% |
| 2025 | +6.04% | +12.25% |
| 2024 | N/A | +16.10% |
| 2023 | N/A | +23.60% |
| 2022 | N/A | -21.70% |
| 2021 | N/A | +24.27% |
| 2020 | N/A | +23.84% |
| 2019 | N/A | +32.61% |
| 2018 | N/A | -6.59% |
| 2017 | N/A | +4.32% |
GKAT vs CHGX Drawdown Comparison
The maximum drawdown for GKAT was -10.41%, occurring on Mar 27, 2026. Recovery took 61 trading sessions.
The maximum drawdown for CHGX was -35.49%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.
The current GKAT drawdown is -2.31%. The current CHGX drawdown is -1.52%.
| Rank | GKAT | CHGX |
|---|---|---|
| #1 | -10.41% Mar 2, 2026 - May 28, 2026 | -35.49% Feb 19, 2020 - Aug 4, 2020 |
| #2 | -5.53% Oct 6, 2025 - Dec 22, 2025 | -30.26% Nov 16, 2021 - Feb 2, 2024 |
| #3 | -3.53% Jun 1, 2026 - Jun 10, 2026 | -18.63% Sep 21, 2018 - Apr 1, 2019 |
| #4 | -2.59% Jan 6, 2026 - Jan 23, 2026 | -18.09% Dec 4, 2024 - Jun 27, 2025 |
| #5 | -2.40% Jan 28, 2026 - Feb 11, 2026 | -10.31% Jan 29, 2018 - Aug 28, 2018 |
| #6 | -1.02% Dec 30, 2025 - Jan 5, 2026 | -8.50% Feb 27, 2026 - Apr 14, 2026 |
| #7 | -0.96% Sep 11, 2025 - Sep 22, 2025 | -8.13% Sep 2, 2020 - Oct 12, 2020 |
| #8 | -0.91% Feb 11, 2026 - Feb 18, 2026 | -7.70% Oct 12, 2020 - Nov 5, 2020 |
| #9 | -0.69% Feb 20, 2026 - Feb 24, 2026 | -7.50% Oct 27, 2025 - Jan 6, 2026 |
| #10 | -0.61% Sep 23, 2025 - Sep 30, 2025 | -7.39% Jul 16, 2024 - Aug 21, 2024 |
| #11 | -0.59% Jan 26, 2026 - Jan 28, 2026 | -7.18% Mar 28, 2024 - Jul 12, 2024 |
| #12 | -0.47% Aug 28, 2025 - Sep 8, 2025 | -7.04% May 6, 2019 - Jun 20, 2019 |
| #13 | -0.40% Dec 26, 2025 - Dec 30, 2025 | -7.01% Sep 3, 2021 - Nov 3, 2021 |
| #14 | -0.34% Oct 1, 2025 - Oct 3, 2025 | -7.00% Jul 26, 2019 - Nov 15, 2019 |
| #15 | -0.17% Aug 25, 2025 - Aug 27, 2025 | -5.92% Feb 12, 2021 - Apr 1, 2021 |
Correlation
Correlation between GKAT and CHGX is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2017 - 2026)
GKAT vs CHGX dividend yield comparison.
| Year | GKAT | CHGX |
|---|---|---|
| 2026 | 0.23% | 0.00% |
| 2025 | 0.24% | 0.67% |
| 2024 | 0.00% | 0.76% |
| 2023 | 0.00% | 0.94% |
| 2022 | 0.00% | 1.11% |
| 2021 | 0.00% | 0.56% |
| 2020 | 0.00% | 0.58% |
| 2019 | 0.00% | 0.86% |
| 2017 | 0.00% | 0.59% |
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