Screener
SPGM vs SAGP
State Street SPDR Portfolio MSCI Global Stock Market ETF vs Strategas Global Policy Opportunities ETF
Key differences
Both SPGM and SAGP are equity ETFs. SPGM charges 0.09% a year and SAGP 0.65%. The main difference: SPGM follows a index tracking strategy; SAGP uses active selection.
- SPGM follows a index tracking strategy; SAGP uses active selection.
- SPGM costs 0.56% less per year.
- SPGM is much larger than SAGP. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SPGM has delivered higher annualized returns.
- SPGM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPGM | SAGP | |
|---|---|---|
| Annual cost (TER) | 0.09% | 0.65% |
| Fund size (AUM) | $1.7B | $76M |
| Since | 2012 | 2022 |
| Dividend yield | 1.67% | 0.51% |
| Asset class | equity | equity |
| Region | global | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +28.1% | +13.3% |
| CAGR 3Y | +21.6% | +15.7% |
| CAGR 5Y | +11.1% | N/A |
| Sharpe 3Y | 1.18 | 0.90 |
| Volatility 1Y | 13.27% | 13.05% |
| Max drawdown | -33.97% | -22.90% |
Similar to SPGM and SAGP
Explore further