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SAGP vs SSPY

Strategas Global Policy Opportunities ETF vs Stratified LargeCap Index ETF

SAGP

Strategas Global Policy Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$75M

SSPY

Stratified LargeCap Index ETF

Syntax

Annual cost

0.45%

Fund size

$122M

Key differences

  • SSPY costs 0.20% less per year.
  • SAGP covers global markets; SSPY covers north america.
  • SAGP follows a active selection strategy; SSPY uses index tracking.

Side-by-side comparison

SAGPSSPY
Annual cost (TER)0.65%0.45%
Fund size (AUM)$75M$122M
Since20222019
Dividend yield0.52%1.29%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+17.1%+22.3%
CAGR 3Y+15.3%+14.9%
CAGR 5YN/A+9.4%
Sharpe 3Y0.880.84
Volatility 1Y12.97%10.76%
Max drawdown-22.90%-36.67%

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

Similar to SAGP and SSPY