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AFOS vs SAGP

ARS Focused Opportunities Strategy ETF vs Strategas Global Policy Opportunities ETF

AFOS

ARS Focused Opportunities Strategy ETF

ARS Investment Partners, LLC

Annual cost

0.45%

Fund size

$272M

SAGP

Strategas Global Policy Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$75M

Key differences

  • AFOS costs 0.20% less per year.
  • AFOS is significantly larger than SAGP — larger funds tend to be more liquid and less likely to close.
  • AFOS covers north america markets; SAGP covers global.

Side-by-side comparison

AFOSSAGP
Annual cost (TER)0.45%0.65%
Fund size (AUM)$272M$75M
Since20252022
Dividend yield0.52%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1YN/A+17.1%
CAGR 3YN/A+15.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.88
Volatility 1Y12.97%
Max drawdown-11.52%-22.90%

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

Similar to AFOS and SAGP