Screener
SAGP vs CTA
Strategas Global Policy Opportunities ETF vs Simplify Managed Futures Strategy ETF
Key differences
SAGP is an equity ETF, while CTA is an alternative ETF. SAGP charges 0.65% a year and CTA 0.75%.
- SAGP is an equity fund, while CTA is an alternative fund. They carry different risk/return profiles.
- SAGP follows a active selection strategy; CTA uses managed futures.
- SAGP costs 0.10% less per year.
- CTA is much larger than SAGP. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SAGP has delivered higher annualized returns.
Side-by-side comparison
| SAGP | CTA | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.75% |
| Fund size (AUM) | $76M | $1.6B |
| Since | 2022 | 2022 |
| Dividend yield | 0.51% | 5.05% |
| Asset class | equity | alternative |
| Region | global | — |
| Strategy | active selection | managed futures |
| CAGR 1Y | +12.9% | +5.6% |
| CAGR 3Y | +15.2% | +9.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.87 | 0.43 |
| Volatility 1Y | 13.11% | 20.33% |
| Max drawdown | -22.90% | -18.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.