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SAGP vs OSEA

Strategas Global Policy Opportunities ETF vs Harbor International Compounders ETF

SAGP

Strategas Global Policy Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$75M

OSEA

Harbor International Compounders ETF

Harbor Capital Advisors Inc

Annual cost

0.55%

Fund size

$497M

Key differences

  • OSEA costs 0.10% less per year.
  • OSEA is significantly larger than SAGP — larger funds tend to be more liquid and less likely to close.
  • SAGP follows a active selection strategy; OSEA uses index tracking.
  • Over the last 3 years, SAGP has delivered higher annualized returns.

Side-by-side comparison

SAGPOSEA
Annual cost (TER)0.65%0.55%
Fund size (AUM)$75M$497M
Since20222022
Dividend yield0.52%1.23%
Asset classequityequity
Regionglobalglobal
Strategyactive selectionindex tracking
CAGR 1Y+17.1%+7.3%
CAGR 3Y+15.3%+7.3%
CAGR 5YN/AN/A
Sharpe 3Y0.880.30
Volatility 1Y12.97%15.18%
Max drawdown-22.90%-18.14%

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

Similar to SAGP and OSEA