GKAT vs IMOM
Comparison between SCHARF GLOBAL OPPORTUNITY ETF (GKAT, ETF) and ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE MOMENTUM ETF (IMOM, ETF).
GKAT vs IMOM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GKAT
$166M
IMOM
$166M
Expense Ratio
GKAT
0.59%
Winner
IMOM
0.38%
Max Drawdown
Winner
GKAT
10.41%
IMOM
47.07%
Sharpe Ratio
GKAT
1.17
Winner
IMOM
1.58
5Y Beta
Winner
GKAT
0.68
IMOM
0.86
P/E Ratio
GKAT
16.33
IMOM
N/A
Forward P/E
GKAT
15.11
IMOM
N/A
PEG Ratio
GKAT
0.47
IMOM
N/A
5Y Dividends CAGR
GKAT
N/A
IMOM
53.23%
Debt to Equity
GKAT
17.13%
IMOM
N/A
GKAT vs IMOM - Holdings Comparison
GKAT and IMOM have 1 common holdings. Overlap is -0.01%
GKAT's top 25 holdings weight is 70.70%. IMOM's top 25 holdings weight is 51.80%.
| Rank | GKAT | IMOM |
|---|---|---|
| #1 | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (n/a) - 6.22% | TECHNOPROBE SPA (n/a) - 2.21% |
| #2 | FRANCO-NEVADA CORP (n/a) - 4.72% | VERBIO SE (n/a) - 2.19% |
| #3 | MCKESSON CORP (MCK) - 4.47% | GLENCORE PLC (n/a) - 2.17% |
| #4 | SAMSUNG ELECTRONICS CO LTD (n/a) - 4.22% | CODAN LTD (n/a) - 2.15% |
| #5 | UNION PACIFIC CORP (UNP) - 4.03% | AURUBIS AG (n/a) - 2.15% |
| #6 | NOVARTIS AG ADR (NVS) - 4.03% | PLS GROUP LTD (n/a) - 2.12% |
| #7 | MICROSOFT CORP (MSFT) - 3.92% | REPSOL SA (n/a) - 2.11% |
| #8 | ASTRAZENECA PLC ADR (AZN) - 3.87% | BHP GROUP LTD (n/a) - 2.10% |
| #9 | HEINEKEN NV ADR (HEINY) - 3.77% | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 2.09% |
| #10 | FISERV INC (FISV) - 3.50% | ABB LTD (n/a) - 2.08% |
| #11 | HALEON PLC ADR (HLN) - 3.14% | WOODSIDE ENERGY GROUP LTD (n/a) - 2.07% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.94% | RIO TINTO LTD (n/a) - 2.07% |
| #13 | CME GROUP INC CLASS A (CME) - 2.92% | TOKYO ELECTRON LTD (n/a) - 2.06% |
| #14 | CHUBB LTD (CB) - 2.88% | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 2.06% |
| #15 | MARKEL GROUP INC (MKL) - 2.88% | KEPPEL LTD (n/a) - 2.04% |
| #16 | OCCIDENTAL PETROLEUM CORP (OXY) - 2.75% | ROHM CO LTD (n/a) - 2.03% |
| #17 | ZOETIS INC CLASS A (ZTS) - 2.69% | SOLARIA ENERGIA Y MEDIO AMBIENTE SA (n/a) - 2.03% |
| #18 | THE WALT DISNEY CO (DIS) - 2.69% | SCREEN HOLDINGS CO LTD (n/a) - 2.03% |
| #19 | ORACLE CORP (ORCL) - 2.54% | VESTAS WIND SYSTEMS AS (n/a) - 2.02% |
| #20 | SONY GROUP CORP ADR (SONY) - 2.52% | RWE AG CLASS A (n/a) - 2.02% |
| #21 | N/A | ZEGONA COMMUNICATIONS PLC (n/a) - 2.01% |
| #22 | N/A | ENEOS HOLDINGS INC (n/a) - 2.00% |
| #23 | N/A | ELBIT SYSTEMS LTD (n/a) - 2.00% |
| #24 | N/A | ANRITSU CORP (n/a) - 2.00% |
| #25 | N/A | ACCIONA SA (n/a) - 1.99% |
| Total Holdings | 20 | 55 |
GKAT vs IMOM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GKAT
+2.27%
IMOM
-2.30%
3M
GKAT
+6.94%
Winner
IMOM
+8.10%
6M
GKAT
+9.69%
Winner
IMOM
+18.53%
1Y
GKAT
N/A
IMOM
+39.14%
5Y(CAGR)
GKAT
N/A
IMOM
+8.17%
10Y(CAGR)
GKAT
N/A
IMOM
+7.81%
Max(CAGR)
Winner
GKAT
+18.85%
IMOM
+7.82%
GKAT vs IMOM - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | GKAT | IMOM |
|---|---|---|
| 2026 | +7.89% | +14.58% |
| 2025 | +6.04% | +46.80% |
| 2024 | N/A | +6.38% |
| 2023 | N/A | +9.92% |
| 2022 | N/A | -22.11% |
| 2021 | N/A | -2.16% |
| 2020 | N/A | +26.49% |
| 2019 | N/A | +18.49% |
| 2018 | N/A | -23.45% |
| 2017 | N/A | +33.06% |
| 2016 | N/A | -8.55% |
GKAT vs IMOM Drawdown Comparison
The maximum drawdown for GKAT was -10.41%, occurring on Mar 27, 2026. Recovery took 61 trading sessions.
The maximum drawdown for IMOM was -45.70%, occurring on Mar 18, 2020. Recovery took 716 trading sessions.
The current GKAT drawdown is -2.31%. The current IMOM drawdown is -3.90%.
| Rank | GKAT | IMOM |
|---|---|---|
| #1 | -10.41% Mar 2, 2026 - May 28, 2026 | -45.70% Jan 29, 2018 - Dec 1, 2020 |
| #2 | -5.53% Oct 6, 2025 - Dec 22, 2025 | -39.27% Sep 15, 2021 - Jun 24, 2025 |
| #3 | -3.53% Jun 1, 2026 - Jun 10, 2026 | -16.48% Jul 29, 2016 - Jun 2, 2017 |
| #4 | -2.59% Jan 6, 2026 - Jan 23, 2026 | -16.22% Feb 16, 2021 - Sep 7, 2021 |
| #5 | -2.40% Jan 28, 2026 - Feb 11, 2026 | -15.61% Feb 25, 2026 - May 6, 2026 |
| #6 | -1.02% Dec 30, 2025 - Jan 5, 2026 | -14.05% Jan 4, 2016 - Apr 4, 2016 |
| #7 | -0.96% Sep 11, 2025 - Sep 22, 2025 | -9.10% May 26, 2026 - Jun 10, 2026 |
| #8 | -0.91% Feb 11, 2026 - Feb 18, 2026 | -5.71% Jun 20, 2016 - Jul 1, 2016 |
| #9 | -0.69% Feb 20, 2026 - Feb 24, 2026 | -5.57% Jan 25, 2021 - Feb 9, 2021 |
| #10 | -0.61% Sep 23, 2025 - Sep 30, 2025 | -4.92% Jan 27, 2026 - Feb 9, 2026 |
| #11 | -0.59% Jan 26, 2026 - Jan 28, 2026 | -4.74% Nov 24, 2017 - Jan 3, 2018 |
| #12 | -0.47% Aug 28, 2025 - Sep 8, 2025 | -4.30% May 13, 2026 - May 26, 2026 |
| #13 | -0.40% Dec 26, 2025 - Dec 30, 2025 | -4.17% Nov 13, 2025 - Dec 10, 2025 |
| #14 | -0.34% Oct 1, 2025 - Oct 3, 2025 | -4.15% Jun 8, 2017 - Jul 19, 2017 |
| #15 | -0.17% Aug 25, 2025 - Aug 27, 2025 | -3.92% Oct 6, 2025 - Nov 10, 2025 |
Correlation
Correlation between GKAT and IMOM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2016 - 2026)
GKAT vs IMOM dividend yield comparison.
| Year | GKAT | IMOM |
|---|---|---|
| 2026 | 0.23% | 0.00% |
| 2025 | 0.24% | 2.53% |
| 2024 | 0.00% | 4.52% |
| 2023 | 0.00% | 2.95% |
| 2022 | 0.00% | 6.06% |
| 2021 | 0.00% | 1.27% |
| 2020 | 0.00% | 0.59% |
| 2019 | 0.00% | 1.17% |
| 2018 | 0.00% | 0.78% |
| 2017 | 0.00% | 1.11% |
| 2016 | 0.00% | 0.54% |
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