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SAGP vs XLFI

Strategas Global Policy Opportunities ETF vs State Street Financial Select Sector SPDR Premium Income ETF

SAGP

Strategas Global Policy Opportunities ETF

Annual cost

0.65%

Fund size

$76M

XLFI

State Street Financial Select Sector SPDR Premium Income ETF

Annual cost

0.00%

Fund size

$5M

Key differences

SAGP is an equity ETF, while XLFI is an alternative ETF. SAGP charges 0.65% a year and XLFI 0.00%.

  • SAGP is an equity fund, while XLFI is an alternative fund. They carry different risk/return profiles.
  • SAGP follows a active selection strategy; XLFI uses option income.
  • SAGP covers global markets; XLFI covers North America.
  • XLFI costs 0.65% less per year.
  • SAGP is much larger than XLFI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SAGPXLFI
Annual cost (TER)0.65%0.00%
Fund size (AUM)$76M$5M
Since20222025
Dividend yield0.51%
Asset classequityalternative
Regionglobalnorth america
Strategyactive selectionoption income
CAGR 1Y+12.9%N/A
CAGR 3Y+15.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.87N/A
Volatility 1Y13.11%
Max drawdown-22.90%-11.89%

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

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