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SAGP vs XCOR

Strategas Global Policy Opportunities ETF vs Fundx ETF

SAGP

Strategas Global Policy Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$75M

XCOR

Fundx ETF

Fund X

Annual cost

1.15%

Fund size

$180M

Key differences

  • SAGP costs 0.50% less per year.
  • Over the last 3 years, XCOR has delivered higher annualized returns.
  • XCOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SAGPXCOR
Annual cost (TER)0.65%1.15%
Fund size (AUM)$75M$180M
Since20222001
Dividend yield0.52%0.41%
Asset classequityequity
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+17.1%+31.1%
CAGR 3Y+15.3%+23.0%
CAGR 5YN/AN/A
Sharpe 3Y0.881.08
Volatility 1Y12.97%12.91%
Max drawdown-22.90%-22.54%

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

Similar to SAGP and XCOR