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GKAT vs ALTY

Scharf Global Opportunity ETF vs Global X Alternative Income ETF

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

ALTY

Global X Alternative Income ETF

Global X Funds

Annual cost

0.50%

Fund size

$45M

Key differences

  • ALTY costs 0.09% less per year.
  • GKAT is significantly larger than ALTY — larger funds tend to be more liquid and less likely to close.
  • GKAT is classified as equity, while ALTY is alternative — different risk/return profiles.
  • GKAT follows a active selection strategy; ALTY uses option income.

Side-by-side comparison

GKATALTY
Annual cost (TER)0.59%0.50%
Fund size (AUM)$158M$45M
Since20142015
Dividend yield0.46%7.29%
Asset classequityalternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1YN/A+17.6%
CAGR 3YN/A+11.8%
CAGR 5YN/A+6.2%
Sharpe 3YN/A0.91
Volatility 1Y5.81%
Max drawdown-10.41%-51.47%

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

Similar to GKAT and ALTY