GKAT vs SWAN
Comparison between SCHARF GLOBAL OPPORTUNITY ETF (GKAT, ETF) and Amplify BlackSwan Growth & Treasury Core ETF (SWAN, ETF).
GKAT vs SWAN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
GKAT vs SWAN - Holdings Comparison
GKAT and SWAN have 0 common holdings. Overlap is 0.00%
GKAT's top 25 holdings weight is 70.70%. SWAN's top 25 holdings weight is 1.50%.
| Rank | GKAT | SWAN |
|---|---|---|
| #1 | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (n/a) - 6.22% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 1.50% |
| #2 | FRANCO-NEVADA CORP (n/a) - 4.72% | N/A |
| #3 | MCKESSON CORP (MCK) - 4.47% | N/A |
| #4 | SAMSUNG ELECTRONICS CO LTD (n/a) - 4.22% | N/A |
| #5 | UNION PACIFIC CORP (UNP) - 4.03% | N/A |
| #6 | NOVARTIS AG ADR (NVS) - 4.03% | N/A |
| #7 | MICROSOFT CORP (MSFT) - 3.92% | N/A |
| #8 | ASTRAZENECA PLC ADR (AZN) - 3.87% | N/A |
| #9 | HEINEKEN NV ADR (HEINY) - 3.77% | N/A |
| #10 | FISERV INC (FISV) - 3.50% | N/A |
| #11 | HALEON PLC ADR (HLN) - 3.14% | N/A |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.94% | N/A |
| #13 | CME GROUP INC CLASS A (CME) - 2.92% | N/A |
| #14 | CHUBB LTD (CB) - 2.88% | N/A |
| #15 | MARKEL GROUP INC (MKL) - 2.88% | N/A |
| #16 | OCCIDENTAL PETROLEUM CORP (OXY) - 2.75% | N/A |
| #17 | ZOETIS INC CLASS A (ZTS) - 2.69% | N/A |
| #18 | THE WALT DISNEY CO (DIS) - 2.69% | N/A |
| #19 | ORACLE CORP (ORCL) - 2.54% | N/A |
| #20 | SONY GROUP CORP ADR (SONY) - 2.52% | N/A |
| #21 | N/A | N/A |
| #22 | N/A | N/A |
| #23 | N/A | N/A |
| #24 | N/A | N/A |
| #25 | N/A | N/A |
| Total Holdings | 20 | 1 |
GKAT vs SWAN - Historical Returns
Returns include dividend reinvestment.
GKAT vs SWAN - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | GKAT | SWAN |
|---|---|---|
| 2026 | +7.89% | +3.94% |
| 2025 | +6.04% | +14.13% |
| 2024 | N/A | +14.38% |
| 2023 | N/A | +11.43% |
| 2022 | N/A | -26.97% |
| 2021 | N/A | +11.08% |
| 2020 | N/A | +15.13% |
| 2019 | N/A | +21.83% |
| 2018 | N/A | -2.23% |
GKAT vs SWAN Drawdown Comparison
The maximum drawdown for GKAT was -10.41%, occurring on Mar 27, 2026. Recovery took 61 trading sessions.
The maximum drawdown for SWAN was -31.04%, occurring on Oct 27, 2023. Recovery took 957 trading sessions.
The current GKAT drawdown is -2.31%. The current SWAN drawdown is -1.92%.
| Rank | GKAT | SWAN |
|---|---|---|
| #1 | -10.41% Mar 2, 2026 - May 28, 2026 | -31.04% Nov 9, 2021 - Sep 4, 2025 |
| #2 | -5.53% Oct 6, 2025 - Dec 22, 2025 | -12.78% Mar 18, 2020 - Jun 10, 2020 |
| #3 | -3.53% Jun 1, 2026 - Jun 10, 2026 | -8.31% Mar 6, 2020 - Mar 18, 2020 |
| #4 | -2.59% Jan 6, 2026 - Jan 23, 2026 | -7.05% Oct 28, 2025 - Apr 17, 2026 |
| #5 | -2.40% Jan 28, 2026 - Feb 11, 2026 | -7.01% Sep 2, 2020 - Dec 31, 2020 |
| #6 | -1.02% Dec 30, 2025 - Jan 5, 2026 | -6.73% Dec 3, 2018 - Feb 15, 2019 |
| #7 | -0.96% Sep 11, 2025 - Sep 22, 2025 | -5.05% Feb 11, 2021 - Apr 13, 2021 |
| #8 | -0.91% Feb 11, 2026 - Feb 18, 2026 | -4.89% Sep 2, 2021 - Nov 3, 2021 |
| #9 | -0.69% Feb 20, 2026 - Feb 24, 2026 | -4.89% Feb 20, 2020 - Mar 6, 2020 |
| #10 | -0.61% Sep 23, 2025 - Sep 30, 2025 | -3.64% Nov 7, 2018 - Dec 3, 2018 |
| #11 | -0.59% Jan 26, 2026 - Jan 28, 2026 | -3.45% Jun 2, 2026 - Jun 10, 2026 |
| #12 | -0.47% Aug 28, 2025 - Sep 8, 2025 | -3.36% May 7, 2021 - Jun 4, 2021 |
| #13 | -0.40% Dec 26, 2025 - Dec 30, 2025 | -2.55% Sep 6, 2019 - Oct 31, 2019 |
| #14 | -0.34% Oct 1, 2025 - Oct 3, 2025 | -2.48% May 14, 2026 - May 27, 2026 |
| #15 | -0.17% Aug 25, 2025 - Aug 27, 2025 | -2.46% Apr 30, 2019 - Jun 7, 2019 |
Correlation
Correlation between GKAT and SWAN is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2018 - 2026)
GKAT vs SWAN dividend yield comparison.
| Year | GKAT | SWAN |
|---|---|---|
| 2026 | 0.23% | 0.72% |
| 2025 | 0.24% | 2.86% |
| 2024 | 0.00% | 2.54% |
| 2023 | 0.00% | 2.98% |
| 2022 | 0.00% | 2.12% |
| 2021 | 0.00% | 5.04% |
| 2020 | 0.00% | 1.64% |
| 2019 | 0.00% | 3.69% |
| 2018 | 0.00% | 0.29% |
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