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GKAT vs QCLR

Scharf Global Opportunity ETF vs Global X NASDAQ 100 Collar 95-110 ETF

GKAT

Scharf Global Opportunity ETF

Annual cost

0.59%

Fund size

$165M

QCLR

Global X NASDAQ 100 Collar 95-110 ETF

Annual cost

0.25%

Fund size

$4M

Key differences

GKAT is an equity ETF, while QCLR is an alternative ETF. GKAT charges 0.59% a year and QCLR 0.25%.

  • GKAT is an equity fund, while QCLR is an alternative fund. They carry different risk/return profiles.
  • GKAT follows a active selection strategy; QCLR uses option income.
  • GKAT covers global markets; QCLR covers North America.
  • QCLR costs 0.34% less per year.
  • GKAT is much larger than QCLR. Larger funds are usually more liquid and less likely to close.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GKATQCLR
Annual cost (TER)0.59%0.25%
Fund size (AUM)$165M$4M
Since20142021
Dividend yield0.45%0.40%
Asset classequityalternative
Regionglobalnorth america
Strategyactive selectionoption income
CAGR 1YN/A+10.6%
CAGR 3YN/A+13.9%
CAGR 5YN/AN/A
Sharpe 3YN/A0.86
Volatility 1Y9.68%
Max drawdown-10.41%-21.77%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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