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SAGP vs IG

Strategas Global Policy Opportunities ETF vs Principal Investment Grade Corporate ETF

SAGP

Strategas Global Policy Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$75M

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

Key differences

  • IG costs 0.46% less per year.
  • SAGP is classified as equity, while IG is fixed income — different risk/return profiles.
  • Over the last 3 years, SAGP has delivered higher annualized returns.

Side-by-side comparison

SAGPIG
Annual cost (TER)0.65%0.19%
Fund size (AUM)$75M$179M
Since20222018
Dividend yield0.52%5.06%
Asset classequityfixed income
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+17.1%+7.2%
CAGR 3Y+15.3%+5.5%
CAGR 5YN/A+0.4%
Sharpe 3Y0.880.32
Volatility 1Y12.97%4.81%
Max drawdown-22.90%-23.17%

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

Similar to SAGP and IG