SAGP vs ACWI

ASAGP

BACWI

Measures won3–2SAGP 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%SAGP and ACWI

Strategas Global Policy Opportunities ETF · $79MiShares MSCI ACWI ETF · $32.5B

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

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

0.65%Expense ratio$65 · $32 on $10k · lower wins0.32%

3.05%12-mo yield$305 · $143 on $10k

Cards for this view

SAGP

Strategas Global Policy Opportunities

[…]

ACWI

iShares MSCI ACWI

$15,987

MeasureSAGPACWI

Fee0.65%0.32%

Cost on $10k a year$65$32

Yield3.05%1.43%

5 years, per year[…]+9.8%

3 years, per year+19.0%+20.6%

Worst drop · 1Y−8.9%−9.7%

Volatility · 1Y13.7%

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1	BACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.43%	−0.6%	+11.3%	+11.9%	+20.6%	+9.8%	−9.7%	$32.5B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.40%	−0.7%	+9.9%	+12.2%	+18.5%	+8.0%	−11.5%	$192.4B
3	ASAGP	Strategas Global Policy Opportunities ETFRead Desk	0.65%	3.05%	−0.8%	+9.5%	+11.6%	+19.0%	new	−8.9%	$79M

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1	BACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.43%	−0.6%	+11.3%	+11.9%	+20.6%	+9.8%	−9.7%	$32.5B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.40%	−0.7%	+9.9%	+12.2%	+18.5%	+8.0%	−11.5%	$192.4B
3	ASAGP	Strategas Global Policy Opportunities ETFRead Desk	0.65%	3.05%	−0.8%	+9.5%	+11.6%	+19.0%	new	−8.9%	$79M

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