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SAGP vs SPIN

Strategas Global Policy Opportunities ETF vs State Street US Equity Premium Income ETF

SAGP

Strategas Global Policy Opportunities ETF

Annual cost

0.65%

Fund size

$76M

SPIN

State Street US Equity Premium Income ETF

Annual cost

0.25%

Fund size

$47M

Key differences

SAGP is an equity ETF, while SPIN is an alternative ETF. SAGP charges 0.65% a year and SPIN 0.25%.

  • SAGP is an equity fund, while SPIN is an alternative fund. They carry different risk/return profiles.
  • SAGP follows a active selection strategy; SPIN uses option income.
  • SAGP covers global markets; SPIN covers North America.
  • SPIN costs 0.40% less per year.

Side-by-side comparison

SAGPSPIN
Annual cost (TER)0.65%0.25%
Fund size (AUM)$76M$47M
Since20222024
Dividend yield0.51%6.42%
Asset classequityalternative
Regionglobalnorth america
Strategyactive selectionoption income
CAGR 1Y+12.9%+15.8%
CAGR 3Y+15.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.87N/A
Volatility 1Y13.11%10.89%
Max drawdown-22.90%-16.85%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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