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AMAX vs GKAT

Adaptive Hedged Multi-Asset Income ETF vs Scharf Global Opportunity ETF

AMAX

Adaptive Hedged Multi-Asset Income ETF

Adaptive ETF

Annual cost

1.36%

Fund size

$60M

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

Key differences

  • GKAT costs 0.77% less per year.
  • AMAX is classified as alternative, while GKAT is equity — different risk/return profiles.
  • AMAX follows a option income strategy; GKAT uses active selection.
  • AMAX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AMAXGKAT
Annual cost (TER)1.36%0.59%
Fund size (AUM)$60M$158M
Since20092014
Dividend yield10.63%0.46%
Asset classalternativeequity
Region
Strategyoption incomeactive selection
CAGR 1Y+11.8%N/A
CAGR 3Y+9.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.59N/A
Volatility 1Y9.98%
Max drawdown-16.25%-10.41%

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

Similar to AMAX and GKAT