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SAGP vs IPAC

Strategas Global Policy Opportunities ETF vs iShares Core MSCI Pacific ETF

SAGP

Strategas Global Policy Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$75M

IPAC

iShares Core MSCI Pacific ETF

iShares

Annual cost

0.09%

Fund size

$2.5B

Key differences

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

Side-by-side comparison

SAGPIPAC
Annual cost (TER)0.65%0.09%
Fund size (AUM)$75M$2.5B
Since20222014
Dividend yield0.52%3.92%
Asset classequityequity
Regionglobal
Strategyactive selectionindex tracking
CAGR 1Y+17.1%+28.9%
CAGR 3Y+15.3%+16.7%
CAGR 5YN/A+8.2%
Sharpe 3Y0.880.80
Volatility 1Y12.97%16.62%
Max drawdown-22.90%-31.00%

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

Similar to SAGP and IPAC