Screener
SAGP vs XRLX
Strategas Global Policy Opportunities ETF vs FundX Conservative ETF
Key differences
- SAGP costs 0.55% less per year.
- SAGP is classified as equity, while XRLX is mixed asset — different risk/return profiles.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAGP | XRLX | |
|---|---|---|
| Annual cost (TER) | 0.65% | 1.20% |
| Fund size (AUM) | $75M | $51M |
| Since | 2022 | 2002 |
| Dividend yield | 0.52% | 2.68% |
| Asset class | equity | mixed asset |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.1% | +18.9% |
| CAGR 3Y | +15.3% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.88 | N/A |
| Volatility 1Y | 12.97% | 8.13% |
| Max drawdown | -22.90% | -15.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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