Skip to content
Beacon
Screener

XFLX vs GKAT

FundX Flexible ETF vs Scharf Global Opportunity ETF

XFLX

FundX Flexible ETF

Fund X

Annual cost

0.97%

Fund size

$49M

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

Key differences

  • GKAT costs 0.38% less per year.
  • GKAT is significantly larger than XFLX — larger funds tend to be more liquid and less likely to close.
  • XFLX is classified as fixed income, while GKAT is equity — different risk/return profiles.
  • XFLX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XFLXGKAT
Annual cost (TER)0.97%0.59%
Fund size (AUM)$49M$158M
Since20022014
Dividend yield9.73%0.46%
Asset classfixed incomeequity
Region
Strategyactive selectionactive selection
CAGR 1Y+5.1%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.52%
Max drawdown-6.54%-10.41%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to XFLX and GKAT