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GKAT vs XCOR

Scharf Global Opportunity ETF vs Fundx ETF

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

XCOR

Fundx ETF

Fund X

Annual cost

1.15%

Fund size

$180M

Key differences

  • GKAT costs 0.56% less per year.
  • XCOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GKATXCOR
Annual cost (TER)0.59%1.15%
Fund size (AUM)$158M$180M
Since20142001
Dividend yield0.46%0.41%
Asset classequityequity
Region
Strategyactive selectionactive selection
CAGR 1YN/A+29.1%
CAGR 3YN/A+22.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.08
Volatility 1Y12.85%
Max drawdown-10.41%-22.54%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to GKAT and XCOR