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SAGP vs SCHC

Strategas Global Policy Opportunities ETF vs Schwab International Small-Cap Equity ETF

SAGP

Strategas Global Policy Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$75M

SCHC

Schwab International Small-Cap Equity ETF

Schwab ETFs

Annual cost

0.08%

Fund size

$5.5B

Key differences

  • SCHC costs 0.57% less per year.
  • SCHC is significantly larger than SAGP — larger funds tend to be more liquid and less likely to close.
  • SAGP covers global markets; SCHC covers global ex us.
  • SAGP follows a active selection strategy; SCHC uses index tracking.
  • Over the last 3 years, SCHC has delivered higher annualized returns.
  • SCHC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SAGPSCHC
Annual cost (TER)0.65%0.08%
Fund size (AUM)$75M$5.5B
Since20222010
Dividend yield0.52%3.34%
Asset classequityequity
Regionglobalglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+17.1%+32.3%
CAGR 3Y+15.3%+18.4%
CAGR 5YN/A+7.3%
Sharpe 3Y0.880.92
Volatility 1Y12.97%15.52%
Max drawdown-22.90%-43.94%

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

Similar to SAGP and SCHC