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SAGP vs FNDX
Strategas Global Policy Opportunities ETF vs Schwab Fundamental U.S. Large Company ETF
Key differences
- FNDX costs 0.40% less per year.
- FNDX is significantly larger than SAGP — larger funds tend to be more liquid and less likely to close.
- SAGP covers global markets; FNDX covers north america.
- SAGP follows a active selection strategy; FNDX uses index tracking.
- Over the last 3 years, FNDX has delivered higher annualized returns.
- FNDX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAGP | FNDX | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.25% |
| Fund size (AUM) | $75M | $25.9B |
| Since | 2022 | 2013 |
| Dividend yield | 0.52% | 1.50% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.1% | +34.9% |
| CAGR 3Y | +15.3% | +21.2% |
| CAGR 5Y | N/A | +13.5% |
| Sharpe 3Y | 0.88 | 1.27 |
| Volatility 1Y | 12.97% | 10.37% |
| Max drawdown | -22.90% | -37.72% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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