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SAGP vs FFDI

Strategas Global Policy Opportunities ETF vs Fidelity Fundamental Developed

SAGP

Strategas Global Policy Opportunities ETF

Annual cost

0.65%

Fund size

$76M

FFDI

Fidelity Fundamental Developed

Annual cost

0.55%

Fund size

$23M

Key differences

Both SAGP and FFDI are equity ETFs. SAGP charges 0.65% a year and FFDI 0.55%. The main difference: SAGP covers global markets; FFDI covers global markets excluding the US.

  • SAGP covers global markets; FFDI covers global markets excluding the US.
  • FFDI costs 0.10% less per year.
  • SAGP is much larger than FFDI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SAGPFFDI
Annual cost (TER)0.65%0.55%
Fund size (AUM)$76M$23M
Since20222024
Dividend yield0.51%2.07%
Asset classequityequity
Regionglobalglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+12.9%+13.0%
CAGR 3Y+15.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.87N/A
Volatility 1Y13.11%17.67%
Max drawdown-22.90%-14.39%

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

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