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SAGP vs MAXI

Strategas Global Policy Opportunities ETF vs Simplify Bitcoin Strategy ETF

SAGP

Strategas Global Policy Opportunities ETF

Annual cost

0.65%

Fund size

$76M

MAXI

Simplify Bitcoin Strategy ETF

Annual cost

1.31%

Fund size

$31M

Key differences

SAGP is an equity ETF, while MAXI is an alternative ETF. SAGP charges 0.65% a year and MAXI 1.31%.

  • SAGP is an equity fund, while MAXI is an alternative fund. They carry different risk/return profiles.
  • SAGP follows a active selection strategy; MAXI uses option income.
  • SAGP covers global markets; MAXI covers North America.
  • SAGP costs 0.66% less per year.
  • Over the last three years, SAGP has delivered higher annualized returns.

Side-by-side comparison

SAGPMAXI
Annual cost (TER)0.65%1.31%
Fund size (AUM)$76M$31M
Since20222022
Dividend yield0.51%57.40%
Asset classequityalternative
Regionglobalnorth america
Strategyactive selectionoption income
CAGR 1Y+12.9%-62.1%
CAGR 3Y+15.2%+12.2%
CAGR 5YN/AN/A
Sharpe 3Y0.870.45
Volatility 1Y13.11%65.36%
Max drawdown-22.90%-68.11%

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

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