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EMPB vs SAGP

Efficient Market Portfolio Plus ETF vs Strategas Global Policy Opportunities ETF

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

SAGP

Strategas Global Policy Opportunities ETF

Annual cost

0.65%

Fund size

$76M

Key differences

EMPB is an alternative ETF, while SAGP is an equity ETF. EMPB charges 2.21% a year and SAGP 0.65%.

  • EMPB is an alternative fund, while SAGP is an equity fund. They carry different risk/return profiles.
  • EMPB covers North America; SAGP covers global markets.
  • SAGP costs 1.56% less per year.
  • SAGP is much larger than EMPB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

EMPBSAGP
Annual cost (TER)2.21%0.65%
Fund size (AUM)$21M$76M
Since20242022
Dividend yield0.77%0.51%
Asset classalternativeequity
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+20.5%+12.9%
CAGR 3YN/A+15.2%
CAGR 5YN/AN/A
Sharpe 3YN/A0.87
Volatility 1Y11.31%13.11%
Max drawdown-7.55%-22.90%

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

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