Screener
SAGP vs SPGM
Strategas Global Policy Opportunities ETF vs State Street SPDR Portfolio MSCI Global Stock Market ETF
Key differences
Both SAGP and SPGM are equity ETFs. SAGP charges 0.65% a year and SPGM 0.09%. The main difference: SAGP follows a active selection strategy; SPGM uses index tracking.
- SAGP follows a active selection strategy; SPGM uses index tracking.
- SPGM costs 0.56% less per year.
- SPGM is much larger than SAGP. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SPGM has delivered higher annualized returns.
- SPGM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAGP | SPGM | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.09% |
| Fund size (AUM) | $76M | $1.7B |
| Since | 2022 | 2012 |
| Dividend yield | 0.51% | 1.67% |
| Asset class | equity | equity |
| Region | global | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +13.3% | +28.1% |
| CAGR 3Y | +15.7% | +21.6% |
| CAGR 5Y | N/A | +11.1% |
| Sharpe 3Y | 0.90 | 1.18 |
| Volatility 1Y | 13.05% | 13.27% |
| Max drawdown | -22.90% | -33.97% |
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