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AGOX vs GKAT

Adaptive Alpha Opportunities ETF vs Scharf Global Opportunity ETF

AGOX

Adaptive Alpha Opportunities ETF

Adaptive ETF

Annual cost

1.33%

Fund size

$364M

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

Key differences

  • GKAT costs 0.74% less per year.
  • AGOX is classified as alternative, while GKAT is equity — different risk/return profiles.

Side-by-side comparison

AGOXGKAT
Annual cost (TER)1.33%0.59%
Fund size (AUM)$364M$158M
Since20122014
Dividend yield0.00%0.46%
Asset classalternativeequity
Region
Strategyactive selectionactive selection
CAGR 1Y+25.0%N/A
CAGR 3Y+18.6%N/A
CAGR 5Y+8.6%N/A
Sharpe 3Y0.78N/A
Volatility 1Y18.38%
Max drawdown-27.72%-10.41%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AGOX and GKAT