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GKAT vs TUG

Scharf Global Opportunity ETF vs STF Tactical Growth ETF

GKAT

Scharf Global Opportunity ETF

Annual cost

0.59%

Fund size

$165M

TUG

STF Tactical Growth ETF

Annual cost

0.65%

Fund size

$45M

Key differences

GKAT is an equity ETF, while TUG is a mixed asset ETF. GKAT charges 0.59% a year and TUG 0.65%.

  • GKAT is an equity fund, while TUG is a mixed asset fund. They carry different risk/return profiles.
  • GKAT covers global markets; TUG covers North America.
  • GKAT costs 0.06% less per year.
  • GKAT is much larger than TUG. 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

GKATTUG
Annual cost (TER)0.59%0.65%
Fund size (AUM)$165M$45M
Since20142022
Dividend yield0.45%0.52%
Asset classequitymixed asset
Regionglobalnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+34.7%
CAGR 3YN/A+22.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.97
Volatility 1Y17.24%
Max drawdown-10.41%-22.27%

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

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