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GKAT vs TACK

Scharf Global Opportunity ETF vs Fairlead Tactical Sector Fund

GKAT

Scharf Global Opportunity ETF

Annual cost

0.59%

Fund size

$165M

TACK

Fairlead Tactical Sector Fund

Annual cost

0.69%

Fund size

$283M

Key differences

GKAT is an equity ETF, while TACK is a mixed asset ETF. GKAT charges 0.59% a year and TACK 0.69%.

  • GKAT is an equity fund, while TACK is a mixed asset fund. They carry different risk/return profiles.
  • GKAT covers global markets; TACK covers North America.
  • GKAT costs 0.10% less per year.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GKATTACK
Annual cost (TER)0.59%0.69%
Fund size (AUM)$165M$283M
Since20142022
Dividend yield0.45%1.22%
Asset classequitymixed asset
Regionglobalnorth america
Strategyactive selectionactive selection
CAGR 1YN/A-88.6%
CAGR 3YN/A-48.1%
CAGR 5YN/AN/A
Sharpe 3YN/A-0.41
Volatility 1Y90.59%
Max drawdown-10.41%-90.38%

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

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