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SAGP vs XFLX

Strategas Global Policy Opportunities ETF vs FundX Flexible ETF

SAGP

Strategas Global Policy Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$75M

XFLX

FundX Flexible ETF

Fund X

Annual cost

0.97%

Fund size

$49M

Key differences

  • SAGP costs 0.32% less per year.
  • SAGP is classified as equity, while XFLX is fixed income — different risk/return profiles.
  • XFLX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SAGPXFLX
Annual cost (TER)0.65%0.97%
Fund size (AUM)$75M$49M
Since20222002
Dividend yield0.52%9.73%
Asset classequityfixed income
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+17.1%+5.3%
CAGR 3Y+15.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.88N/A
Volatility 1Y12.97%3.53%
Max drawdown-22.90%-6.54%

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

Similar to SAGP and XFLX