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GKAT vs ZSB

Scharf Global Opportunity ETF vs USCF Sustainable Battery Metals Strategy Fund

GKAT

Scharf Global Opportunity ETF

Annual cost

0.59%

Fund size

$165M

ZSB

USCF Sustainable Battery Metals Strategy Fund

Annual cost

0.59%

Fund size

$2M

Key differences

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

  • GKAT is an equity fund, while ZSB is an alternative fund. They carry different risk/return profiles.
  • GKAT follows a active selection strategy; ZSB uses multi strategy.
  • GKAT is much larger than ZSB. 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

GKATZSB
Annual cost (TER)0.59%0.59%
Fund size (AUM)$165M$2M
Since20142023
Dividend yield0.45%0.81%
Asset classequityalternative
Regionglobal
Strategyactive selectionmulti strategy
CAGR 1YN/A+69.0%
CAGR 3YN/A+4.9%
CAGR 5YN/AN/A
Sharpe 3YN/A0.16
Volatility 1Y26.52%
Max drawdown-10.41%-49.26%

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

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