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TUG vs GKAT

STF Tactical Growth ETF vs Scharf Global Opportunity ETF

TUG

STF Tactical Growth ETF

Annual cost

0.65%

Fund size

$45M

GKAT

Scharf Global Opportunity ETF

Annual cost

0.59%

Fund size

$165M

Key differences

TUG is a mixed asset ETF, while GKAT is an equity ETF. TUG charges 0.65% a year and GKAT 0.59%.

  • TUG is a mixed asset fund, while GKAT is an equity fund. They carry different risk/return profiles.
  • TUG covers North America; GKAT covers global markets.
  • GKAT costs 0.06% less per year.
  • GKAT is much larger than TUG. 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

TUGGKAT
Annual cost (TER)0.65%0.59%
Fund size (AUM)$45M$165M
Since20222014
Dividend yield0.52%0.45%
Asset classmixed assetequity
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+34.7%N/A
CAGR 3Y+22.6%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.97N/A
Volatility 1Y17.24%
Max drawdown-22.27%-10.41%

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

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