SAGP vs. SCHG
Compare and contrast key facts about Strategas Global Policy Opportunities ETF (SAGP) and Schwab U.S. Large-Cap Growth ETF (SCHG).
SAGP and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SAGP is an actively managed fund by Strategas. It was launched on Jan 25, 2022. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SAGP or SCHG.
Correlation
The correlation between SAGP and SCHG is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SAGP vs. SCHG - Performance Comparison
Key characteristics
SAGP:
1.52
SCHG:
1.63
SAGP:
2.14
SCHG:
2.18
SAGP:
1.26
SCHG:
1.29
SAGP:
2.35
SCHG:
2.36
SAGP:
6.90
SCHG:
8.91
SAGP:
2.39%
SCHG:
3.27%
SAGP:
10.90%
SCHG:
17.93%
SAGP:
-22.90%
SCHG:
-34.59%
SAGP:
-0.79%
SCHG:
-0.65%
Returns By Period
In the year-to-date period, SAGP achieves a 6.04% return, which is significantly higher than SCHG's 3.73% return.
SAGP
6.04%
4.37%
5.81%
16.87%
N/A
N/A
SCHG
3.73%
2.19%
13.00%
31.53%
18.91%
16.51%
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SAGP vs. SCHG - Expense Ratio Comparison
SAGP has a 0.65% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
SAGP vs. SCHG — Risk-Adjusted Performance Rank
SAGP
SCHG
SAGP vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategas Global Policy Opportunities ETF (SAGP) and Schwab U.S. Large-Cap Growth ETF (SCHG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
SAGP vs. SCHG - Dividend Comparison
SAGP's dividend yield for the trailing twelve months is around 2.10%, more than SCHG's 0.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAGP Strategas Global Policy Opportunities ETF | 2.10% | 2.23% | 0.94% | 0.51% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
SAGP vs. SCHG - Drawdown Comparison
The maximum SAGP drawdown since its inception was -22.90%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for SAGP and SCHG. For additional features, visit the drawdowns tool.
Volatility
SAGP vs. SCHG - Volatility Comparison
The current volatility for Strategas Global Policy Opportunities ETF (SAGP) is 3.29%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 4.99%. This indicates that SAGP experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.