GKAT yields 0.49% · XYLD yields 10.98%● Live data
📍 XYLD pulled ahead of the other in Year 1
Combined, GKAT + XYLD cover 0 of 12 months — good coverage
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GKAT primarily holds 25 to 40 stocks of any size with strong long-term appreciation potential and limited downside risk. The strategy seeks securities with low valuations combined with growing earnings, cash flow, and/or book value by utilizing five key principles. These include low valuation, discount to fair value, investment flexibility, focus, and a long-term outlook. Investments include common and preferred stocks, rights, warrants, special situations, ADRs, EDRs, and GDRs. At least 40% of the assets are non-US securities. The fund may hold fixed-income securities and ETFs, capped at 30%. It may also fully shift into cash or short-term instruments for liquidity or defensive purposes. Securities are sold when they no longer offer attractive upside or fail to meet valuation and growth criteria. On Aug. 25, 2025, GKAT converted from a mutual fund into an ETF structure, starting with $30.55 million in assets.
Full GKAT Calculator →The Global X S&P 500 Covered Call ETF (XYLD) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Cboe S&P 500 BuyWrite Index.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.