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CDX vs GKAT

Simplify High Yield ETF vs Scharf Global Opportunity ETF

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

Key differences

  • CDX costs 0.34% less per year.
  • CDX is classified as alternative, while GKAT is equity — different risk/return profiles.
  • CDX follows a multi strategy strategy; GKAT uses active selection.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CDXGKAT
Annual cost (TER)0.25%0.59%
Fund size (AUM)$440M$158M
Since20222014
Dividend yield8.37%0.46%
Asset classalternativeequity
Regionnorth america
Strategymulti strategyactive selection
CAGR 1Y-0.3%N/A
CAGR 3Y+7.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.42N/A
Volatility 1Y5.69%
Max drawdown-13.24%-10.41%

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

Similar to CDX and GKAT