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PLGI vs GKAT

PL Growth and Income ETF vs Scharf Global Opportunity ETF

PLGI

PL Growth and Income ETF

Annual cost

1.25%

Fund size

$54M

GKAT

Scharf Global Opportunity ETF

Annual cost

0.59%

Fund size

$165M

Key differences

PLGI is an alternative ETF, while GKAT is an equity ETF. PLGI charges 1.25% a year and GKAT 0.59%.

  • PLGI is an alternative fund, while GKAT is an equity fund. They carry different risk/return profiles.
  • PLGI follows a option income strategy; GKAT uses active selection.
  • PLGI covers North America; GKAT covers global markets.
  • GKAT costs 0.66% less per year.
  • GKAT is much larger than PLGI. 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

PLGIGKAT
Annual cost (TER)1.25%0.59%
Fund size (AUM)$54M$165M
Since20252014
Dividend yield0.45%
Asset classalternativeequity
Regionnorth americaglobal
Strategyoption incomeactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-7.26%-10.41%

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

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