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GKAT vs TUGN

Scharf Global Opportunity ETF vs STF Tactical Growth & Income ETF

GKAT

Scharf Global Opportunity ETF

Annual cost

0.59%

Fund size

$165M

TUGN

STF Tactical Growth & Income ETF

Annual cost

0.65%

Fund size

$78M

Key differences

GKAT is an equity ETF, while TUGN is an alternative ETF. GKAT charges 0.59% a year and TUGN 0.65%.

  • GKAT is an equity fund, while TUGN is an alternative fund. They carry different risk/return profiles.
  • GKAT follows a active selection strategy; TUGN uses option income.
  • GKAT covers global markets; TUGN covers North America.
  • GKAT costs 0.06% less per year.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GKATTUGN
Annual cost (TER)0.59%0.65%
Fund size (AUM)$165M$78M
Since20142022
Dividend yield0.45%10.59%
Asset classequityalternative
Regionglobalnorth america
Strategyactive selectionoption income
CAGR 1YN/A+31.5%
CAGR 3YN/A+21.8%
CAGR 5YN/AN/A
Sharpe 3YN/A0.98
Volatility 1Y16.24%
Max drawdown-10.41%-23.45%

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

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