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XCOR vs SAGP

Fundx ETF vs Strategas Global Policy Opportunities ETF

XCOR

Fundx ETF

Annual cost

1.15%

Fund size

$193M

SAGP

Strategas Global Policy Opportunities ETF

Annual cost

0.65%

Fund size

$76M

Key differences

Both XCOR and SAGP are equity ETFs. XCOR charges 1.15% a year and SAGP 0.65%. The main difference: SAGP costs 0.50% less per year.

  • SAGP costs 0.50% less per year.
  • Over the last three years, XCOR has delivered higher annualized returns.
  • XCOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XCORSAGP
Annual cost (TER)1.15%0.65%
Fund size (AUM)$193M$76M
Since20012022
Dividend yield0.38%0.51%
Asset classequityequity
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+24.6%+11.5%
CAGR 3Y+21.5%+14.5%
CAGR 5YN/AN/A
Sharpe 3Y1.010.82
Volatility 1Y13.29%13.04%
Max drawdown-22.54%-22.90%

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

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