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SAGP vs RULE
Strategas Global Policy Opportunities ETF vs Adaptive Core ETF
Key differences
- SAGP costs 1.19% less per year.
- SAGP is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.
- SAGP is classified as equity, while RULE is mixed asset — different risk/return profiles.
- Over the last 3 years, RULE has delivered higher annualized returns.
Side-by-side comparison
| SAGP | RULE | |
|---|---|---|
| Annual cost (TER) | 0.65% | 1.84% |
| Fund size (AUM) | $75M | $14M |
| Since | 2022 | 2021 |
| Dividend yield | 0.52% | 0.00% |
| Asset class | equity | mixed asset |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.1% | +41.5% |
| CAGR 3Y | +15.3% | +16.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.88 | 0.81 |
| Volatility 1Y | 12.97% | 19.69% |
| Max drawdown | -22.90% | -30.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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