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GKAT vs XFLX

Scharf Global Opportunity ETF vs FundX Flexible ETF

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

XFLX

FundX Flexible ETF

Fund X

Annual cost

0.97%

Fund size

$49M

Key differences

  • GKAT costs 0.38% less per year.
  • GKAT is significantly larger than XFLX — larger funds tend to be more liquid and less likely to close.
  • GKAT is classified as equity, while XFLX is fixed income — different risk/return profiles.
  • XFLX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GKATXFLX
Annual cost (TER)0.59%0.97%
Fund size (AUM)$158M$49M
Since20142002
Dividend yield0.46%9.73%
Asset classequityfixed income
Region
Strategyactive selectionactive selection
CAGR 1YN/A+5.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.52%
Max drawdown-10.41%-6.54%

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

Similar to GKAT and XFLX