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GKAT vs CDX

Scharf Global Opportunity ETF vs Simplify High Yield ETF

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

Key differences

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

Side-by-side comparison

GKATCDX
Annual cost (TER)0.59%0.25%
Fund size (AUM)$158M$440M
Since20142022
Dividend yield0.46%8.37%
Asset classequityalternative
Regionnorth america
Strategyactive selectionmulti strategy
CAGR 1YN/A-0.3%
CAGR 3YN/A+7.8%
CAGR 5YN/AN/A
Sharpe 3YN/A0.42
Volatility 1Y5.69%
Max drawdown-10.41%-13.24%

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

Similar to GKAT and CDX