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RULE vs SAGP
Adaptive Core ETF vs Strategas Global Policy Opportunities ETF
Key differences
- SAGP costs 1.19% less per year.
- SAGP is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.
- RULE is classified as mixed asset, while SAGP is equity — different risk/return profiles.
- Over the last 3 years, RULE has delivered higher annualized returns.
Side-by-side comparison
| RULE | SAGP | |
|---|---|---|
| Annual cost (TER) | 1.84% | 0.65% |
| Fund size (AUM) | $14M | $75M |
| Since | 2021 | 2022 |
| Dividend yield | 0.00% | 0.52% |
| Asset class | mixed asset | equity |
| Region | — | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +41.5% | +17.1% |
| CAGR 3Y | +16.7% | +15.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.81 | 0.88 |
| Volatility 1Y | 19.69% | 12.97% |
| Max drawdown | -30.48% | -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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