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EPP vs SAGP
iShares MSCI Pacific ex Japan ETF vs Strategas Global Policy Opportunities ETF
Key differences
- EPP costs 0.18% less per year.
- EPP is significantly larger than SAGP — larger funds tend to be more liquid and less likely to close.
- EPP follows a index tracking strategy; SAGP uses active selection.
- Over the last 3 years, SAGP has delivered higher annualized returns.
- EPP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPP | SAGP | |
|---|---|---|
| Annual cost (TER) | 0.47% | 0.65% |
| Fund size (AUM) | $2.1B | $75M |
| Since | 2001 | 2022 |
| Dividend yield | 3.43% | 0.52% |
| Asset class | equity | equity |
| Region | global | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +19.4% | +17.1% |
| CAGR 3Y | +12.7% | +15.3% |
| CAGR 5Y | +5.4% | N/A |
| Sharpe 3Y | 0.58 | 0.88 |
| Volatility 1Y | 14.53% | 12.97% |
| Max drawdown | -39.30% | -22.90% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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