ACWI vs SAGP

AACWI

BSAGP

Measures won2–3SAGP wins · of 6 · 5Y

$10,000 · 5Y$15,987ACWI · IEFA $14,690

Lowest cost0.07%IEFA · $7 on $10k

Most income3.40%IEFA · $340 on $10k

Smallest drop−8.9%SAGP · worst fall in 1Y

Held in common1.6%ACWI and SAGP

iShares MSCI ACWI ETF · $32.7BStrategas Global Policy Opportunities ETF · $80M

+20.6%3 years · per year$17,531 · $16,832+19.0%

+9.8%5 years · per year$15,987 · […][…]

0.32%Expense ratio$32 · $65 on $10k · lower wins0.65%

1.43%12-mo yield$143 · $305 on $10k3.05%

Cards for this view

ACWI

iShares MSCI ACWI

$15,987

SAGP

Strategas Global Policy Opportunities

[…]

MeasureACWISAGP

Fee0.32%0.65%

Cost on $10k a year$32$65

Yield1.43%3.05%

5 years, per year+9.8%[…]

3 years, per year+20.6%+19.0%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y14.8%

#
1	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.43%	−0.6%	+11.3%	+11.9%	+20.6%	+9.8%	−9.7%	$32.7B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.40%	−0.7%	+9.9%	+12.2%	+18.5%	+8.0%	−11.5%	$191.0B
3	BSAGP	Strategas Global Policy Opportunities ETFRead Desk	0.65%	3.05%	−0.8%	+9.5%	+11.6%	+19.0%	new	−8.9%	$80M

#
1	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.43%	−0.6%	+11.3%	+11.9%	+20.6%	+9.8%	−9.7%	$32.7B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.40%	−0.7%	+9.9%	+12.2%	+18.5%	+8.0%	−11.5%	$191.0B
3	BSAGP	Strategas Global Policy Opportunities ETFRead Desk	0.65%	3.05%	−0.8%	+9.5%	+11.6%	+19.0%	new	−8.9%	$80M

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