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GKAT vs RYLG

Scharf Global Opportunity ETF vs Global X Russell 2000 Covered Call & Growth ETF

GKAT

Scharf Global Opportunity ETF

Annual cost

0.59%

Fund size

$165M

RYLG

Global X Russell 2000 Covered Call & Growth ETF

Annual cost

0.35%

Fund size

$8M

Key differences

GKAT is an equity ETF, while RYLG is an alternative ETF. GKAT charges 0.59% a year and RYLG 0.35%.

  • GKAT is an equity fund, while RYLG is an alternative fund. They carry different risk/return profiles.
  • GKAT follows a active selection strategy; RYLG uses option income.
  • GKAT covers global markets; RYLG covers North America.
  • RYLG costs 0.24% less per year.
  • GKAT is much larger than RYLG. 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

GKATRYLG
Annual cost (TER)0.59%0.35%
Fund size (AUM)$165M$8M
Since20142022
Dividend yield0.45%7.32%
Asset classequityalternative
Regionglobalnorth america
Strategyactive selectionoption income
CAGR 1YN/A+28.8%
CAGR 3YN/A+12.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.56
Volatility 1Y15.11%
Max drawdown-10.41%-22.37%

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

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