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