Screener
SAGP vs SPBC
Strategas Global Policy Opportunities ETF vs Simplify US Equity PLUS Bitcoin Strategy ETF
Key differences
SAGP is an equity ETF, while SPBC is an alternative ETF. SAGP charges 0.65% a year and SPBC 0.54%.
- SAGP is an equity fund, while SPBC is an alternative fund. They carry different risk/return profiles.
- SAGP follows a active selection strategy; SPBC uses multi strategy.
- SAGP covers global markets; SPBC covers North America.
- SPBC costs 0.11% less per year.
- Over the last three years, SPBC has delivered higher annualized returns.
Side-by-side comparison
| SAGP | SPBC | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.54% |
| Fund size (AUM) | $76M | $45M |
| Since | 2022 | 2021 |
| Dividend yield | 0.51% | 0.82% |
| Asset class | equity | alternative |
| Region | global | north america |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +12.9% | +17.8% |
| CAGR 3Y | +15.2% | +27.7% |
| CAGR 5Y | N/A | +15.7% |
| Sharpe 3Y | 0.87 | 1.27 |
| Volatility 1Y | 13.11% | 14.86% |
| Max drawdown | -22.90% | -33.81% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.