GKAT vs TAXI
Comparison between SCHARF GLOBAL OPPORTUNITY ETF (GKAT, ETF) and NORTHERN TRUST INTERMEDIATE TAX-EXEMPT BOND ETF (TAXI, ETF).
GKAT vs TAXI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GKAT
$160M
Winner
TAXI
$160M
Expense Ratio
GKAT
0.59%
Winner
TAXI
0.05%
Max Drawdown
GKAT
10.41%
Winner
TAXI
2.43%
Sharpe Ratio
Winner
GKAT
0.94
TAXI
0.24
5Y Beta
GKAT
0.67
Winner
TAXI
0.05
P/E Ratio
GKAT
19.57
TAXI
N/A
Forward P/E
GKAT
14.42
TAXI
N/A
PEG Ratio
GKAT
0.39
TAXI
N/A
5Y EPS CAGR
GKAT
12.72%
TAXI
N/A
P/S Ratio
GKAT
0.05
TAXI
N/A
P/B Ratio
GKAT
2.67
TAXI
N/A
GKAT vs TAXI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GKAT
+0.96%
TAXI
-0.50%
3M
Winner
GKAT
+1.86%
TAXI
-0.07%
6M
Winner
GKAT
+5.42%
TAXI
-0.03%
1Y
Winner
GKAT
+13.95%
TAXI
+3.92%
Max(CAGR)
Winner
GKAT
+15.55%
TAXI
+4.27%
GKAT vs TAXI - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | GKAT | TAXI |
|---|---|---|
| 2026 | +7.14% | +0.42% |
| 2025 | +6.04% | +3.35% |
GKAT vs TAXI Drawdown Comparison
The maximum drawdown for GKAT was -10.41%, occurring on Mar 27, 2026. Recovery took 61 trading sessions.
The maximum drawdown for TAXI was -2.23%, occurring on Mar 24, 2026. This drawdown has not yet recovered.
The current GKAT drawdown is -2.99%. The current TAXI drawdown is -1.18%.
| Rank | GKAT | TAXI |
|---|---|---|
| #1 | -10.41% Mar 2, 2026 - May 28, 2026 | -2.23% Feb 27, 2026 - Mar 24, 2026 |
| #2 | -5.53% Oct 6, 2025 - Dec 22, 2025 | -0.42% Sep 17, 2025 - Oct 10, 2025 |
| #3 | -5.15% Jun 1, 2026 - Jun 23, 2026 | -0.25% Nov 11, 2025 - Nov 24, 2025 |
| #4 | -2.59% Jan 6, 2026 - Jan 23, 2026 | -0.20% Oct 22, 2025 - Nov 10, 2025 |
| #5 | -2.40% Jan 28, 2026 - Feb 11, 2026 | -0.17% Jan 16, 2026 - Jan 27, 2026 |
| #6 | -1.02% Dec 30, 2025 - Jan 5, 2026 | -0.13% Nov 28, 2025 - Dec 8, 2025 |
| #7 | -0.96% Sep 11, 2025 - Sep 22, 2025 | -0.08% Aug 27, 2025 - Sep 3, 2025 |
| #8 | -0.91% Feb 11, 2026 - Feb 18, 2026 | -0.08% Jan 9, 2026 - Jan 14, 2026 |
| #9 | -0.69% Feb 20, 2026 - Feb 24, 2026 | -0.07% Aug 19, 2025 - Aug 22, 2025 |
| #10 | -0.61% Sep 23, 2025 - Sep 30, 2025 | -0.06% Dec 29, 2025 - Jan 2, 2026 |
| #11 | -0.59% Jan 26, 2026 - Jan 28, 2026 | -0.04% Aug 22, 2025 - Aug 27, 2025 |
| #12 | -0.47% Aug 28, 2025 - Sep 8, 2025 | -0.04% Sep 11, 2025 - Sep 15, 2025 |
| #13 | -0.40% Dec 26, 2025 - Dec 30, 2025 | -0.04% Dec 9, 2025 - Dec 15, 2025 |
| #14 | -0.34% Oct 1, 2025 - Oct 3, 2025 | -0.03% Sep 8, 2025 - Sep 10, 2025 |
| #15 | -0.17% Aug 25, 2025 - Aug 27, 2025 | -0.03% Dec 19, 2025 - Dec 24, 2025 |
Correlation
Correlation between GKAT and TAXI is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2025 - 2026)
GKAT vs TAXI dividend yield comparison.
| Year | GKAT | TAXI |
|---|---|---|
| 2026 | 0.43% | 1.38% |
| 2025 | 0.24% | 0.85% |
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