Screener
SAGP vs RLY
Strategas Global Policy Opportunities ETF vs State Street Multi-Asset Real Return ETF
Key differences
SAGP is an equity ETF, while RLY is a mixed asset ETF. SAGP charges 0.65% a year and RLY 0.50%.
- SAGP is an equity fund, while RLY is a mixed asset fund. They carry different risk/return profiles.
- RLY costs 0.15% less per year.
- RLY is much larger than SAGP. Larger funds are usually more liquid and less likely to close.
- RLY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAGP | RLY | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.50% |
| Fund size (AUM) | $76M | $1.2B |
| Since | 2022 | 2012 |
| Dividend yield | 0.51% | 2.89% |
| Asset class | equity | mixed asset |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +13.3% | +28.7% |
| CAGR 3Y | +15.7% | +15.3% |
| CAGR 5Y | N/A | +10.4% |
| Sharpe 3Y | 0.90 | 0.99 |
| Volatility 1Y | 13.05% | 10.33% |
| Max drawdown | -22.90% | -34.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.