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SAGP vs IEMG

Strategas Global Policy Opportunities ETF vs iShares Core MSCI Emerging Markets ETF

SAGP

Strategas Global Policy Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$75M

IEMG

iShares Core MSCI Emerging Markets ETF

iShares

Annual cost

0.09%

Fund size

$151.2B

Key differences

  • IEMG costs 0.56% less per year.
  • IEMG is significantly larger than SAGP — larger funds tend to be more liquid and less likely to close.
  • SAGP covers global markets; IEMG covers emerging markets.
  • SAGP follows a active selection strategy; IEMG uses index tracking.
  • Over the last 3 years, IEMG has delivered higher annualized returns.
  • IEMG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SAGPIEMG
Annual cost (TER)0.65%0.09%
Fund size (AUM)$75M$151.2B
Since20222012
Dividend yield0.52%2.37%
Asset classequityequity
Regionglobalemerging markets
Strategyactive selectionindex tracking
CAGR 1Y+17.1%+49.6%
CAGR 3Y+15.3%+23.5%
CAGR 5YN/A+8.3%
Sharpe 3Y0.881.09
Volatility 1Y12.97%19.35%
Max drawdown-22.90%-38.71%

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

Similar to SAGP and IEMG