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GKAT vs AGOX

Scharf Global Opportunity ETF vs Adaptive Alpha Opportunities ETF

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

AGOX

Adaptive Alpha Opportunities ETF

Adaptive ETF

Annual cost

1.33%

Fund size

$364M

Key differences

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

Side-by-side comparison

GKATAGOX
Annual cost (TER)0.59%1.33%
Fund size (AUM)$158M$364M
Since20142012
Dividend yield0.46%0.00%
Asset classequityalternative
Region
Strategyactive selectionactive selection
CAGR 1YN/A+25.0%
CAGR 3YN/A+18.6%
CAGR 5YN/A+8.6%
Sharpe 3YN/A0.78
Volatility 1Y18.38%
Max drawdown-10.41%-27.72%

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

Similar to GKAT and AGOX