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SAGP vs YLD

Strategas Global Policy Opportunities ETF vs Principal Active High Yield ETF

SAGP

Strategas Global Policy Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$75M

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • YLD costs 0.26% less per year.
  • YLD is significantly larger than SAGP — larger funds tend to be more liquid and less likely to close.
  • SAGP is classified as equity, while YLD is alternative — different risk/return profiles.
  • SAGP follows a active selection strategy; YLD uses multi strategy.
  • Over the last 3 years, SAGP has delivered higher annualized returns.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SAGPYLD
Annual cost (TER)0.65%0.39%
Fund size (AUM)$75M$524M
Since20222015
Dividend yield0.52%7.31%
Asset classequityalternative
Regionglobalglobal
Strategyactive selectionmulti strategy
CAGR 1Y+17.1%+8.3%
CAGR 3Y+15.3%+9.0%
CAGR 5YN/A+5.2%
Sharpe 3Y0.880.91
Volatility 1Y12.97%4.34%
Max drawdown-22.90%-28.34%

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

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