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MSMR vs SAGP

McElhenny Sheffield Managed Risk ETF vs Strategas Global Policy Opportunities ETF

MSMR

McElhenny Sheffield Managed Risk ETF

MSCM Funds

Annual cost

1.06%

Fund size

$166M

SAGP

Strategas Global Policy Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$75M

Key differences

  • SAGP costs 0.41% less per year.
  • MSMR covers north america markets; SAGP covers global.
  • Over the last 3 years, MSMR has delivered higher annualized returns.

Side-by-side comparison

MSMRSAGP
Annual cost (TER)1.06%0.65%
Fund size (AUM)$166M$75M
Since20212022
Dividend yield1.88%0.52%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+25.9%+17.1%
CAGR 3Y+20.5%+15.3%
CAGR 5YN/AN/A
Sharpe 3Y1.400.88
Volatility 1Y12.03%12.97%
Max drawdown-14.86%-22.90%

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

Similar to MSMR and SAGP