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XCOR vs GKAT

Fundx ETF vs Scharf Global Opportunity ETF

XCOR

Fundx ETF

Annual cost

1.15%

Fund size

$193M

GKAT

Scharf Global Opportunity ETF

Annual cost

0.59%

Fund size

$165M

Key differences

Both XCOR and GKAT are equity ETFs. XCOR charges 1.15% a year and GKAT 0.59%. The main difference: GKAT costs 0.56% less per year.

  • GKAT costs 0.56% less per year.
  • XCOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XCORGKAT
Annual cost (TER)1.15%0.59%
Fund size (AUM)$193M$165M
Since20012014
Dividend yield0.38%0.45%
Asset classequityequity
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+24.6%N/A
CAGR 3Y+21.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.01N/A
Volatility 1Y13.29%
Max drawdown-22.54%-10.41%

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

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