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TMFG vs SAGP

Motley Fool Global Opportunities ETF vs Strategas Global Policy Opportunities ETF

TMFG

Motley Fool Global Opportunities ETF

Annual cost

0.85%

Fund size

$356M

SAGP

Strategas Global Policy Opportunities ETF

Annual cost

0.65%

Fund size

$76M

Key differences

Both TMFG and SAGP are equity ETFs. TMFG charges 0.85% a year and SAGP 0.65%. The main difference: SAGP costs 0.20% less per year.

  • SAGP costs 0.20% less per year.
  • TMFG is much larger than SAGP. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SAGP has delivered higher annualized returns.
  • TMFG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TMFGSAGP
Annual cost (TER)0.85%0.65%
Fund size (AUM)$356M$76M
Since20142022
Dividend yield0.26%0.51%
Asset classequityequity
Regionglobalglobal
Strategyactive selectionactive selection
CAGR 1Y+3.0%+11.5%
CAGR 3Y+12.5%+14.5%
CAGR 5YN/AN/A
Sharpe 3Y0.650.82
Volatility 1Y13.24%13.04%
Max drawdown-33.66%-22.90%

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

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