Screener
GKAT vs XRMI
Scharf Global Opportunity ETF vs Global X S&P 500 Risk Managed Income ETF
Key differences
GKAT is an equity ETF, while XRMI is an alternative ETF. GKAT charges 0.59% a year and XRMI 0.60%.
- GKAT is an equity fund, while XRMI is an alternative fund. They carry different risk/return profiles.
- GKAT follows a active selection strategy; XRMI uses option income.
- GKAT covers global markets; XRMI covers North America.
- GKAT is much larger than XRMI. 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
| GKAT | XRMI | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.60% |
| Fund size (AUM) | $165M | $50M |
| Since | 2014 | 2021 |
| Dividend yield | 0.45% | 12.62% |
| Asset class | equity | alternative |
| Region | global | north america |
| Strategy | active selection | option income |
| CAGR 1Y | N/A | +9.2% |
| CAGR 3Y | N/A | +6.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.49 |
| Volatility 1Y | — | 5.53% |
| Max drawdown | -10.41% | -15.36% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.