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GKAT vs XYLD

Scharf Global Opportunity ETF vs Global X S&P 500 Covered Call ETF

GKAT

Scharf Global Opportunity ETF

Annual cost

0.59%

Fund size

$165M

XYLD

Global X S&P 500 Covered Call ETF

Annual cost

0.60%

Fund size

$3.2B

Key differences

GKAT is an equity ETF, while XYLD is an alternative ETF. GKAT charges 0.59% a year and XYLD 0.60%.

  • GKAT is an equity fund, while XYLD is an alternative fund. They carry different risk/return profiles.
  • GKAT follows a active selection strategy; XYLD uses option income.
  • GKAT covers global markets; XYLD covers North America.
  • XYLD is much larger than GKAT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

GKATXYLD
Annual cost (TER)0.59%0.60%
Fund size (AUM)$165M$3.2B
Since20142013
Dividend yield0.45%10.53%
Asset classequityalternative
Regionglobalnorth america
Strategyactive selectionoption income
CAGR 1YN/A+16.8%
CAGR 3YN/A+11.2%
CAGR 5YN/A+7.7%
Sharpe 3YN/A0.74
Volatility 1Y6.79%
Max drawdown-10.41%-33.46%

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

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