SAGP vs VXUS
Strategas Global Policy Opportunities ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.
Side-by-Side Comparison
| Metric | SAGP | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.05% | |
| AUM | $81M | $158.1B | |
| Dividend Yield | 3.17% | 2.59% | |
| Holdings | 106 | 8,747 | |
| YTD Return | +12.09% | +14.26% | |
| 1Y Return | +17.48% | +25.40% | |
| 3Y Return (annualized) | +17.42% | +20.47% | |
| 5Y Return (annualized) | - | +9.76% | |
| Volatility (annualized) | 14.5% | 15.1% | |
| Max Drawdown | -22.9% | -39.9% | |
| Fund Family | Strategas Asset Management, LLC | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 25, 2022 | Jan 26, 2011 |
SAGP vs VXUS Performance
Strategas Global Policy Opportunities ETF (SAGP) is a ETF from Strategas Asset Management, LLC and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SAGP returned +17.48% while VXUS returned +25.40%. Year to date, SAGP is up 12.09% versus a gain of 14.26% for VXUS.
Over three years, SAGP compounded at +17.42% per year against +20.47% for VXUS. Across the full 5-year window we track, SAGP has the edge at +11.03% annualized vs +4.83%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.5% for SAGP. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -22.9% for SAGP and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SAGP charges 0.65% per year while VXUS charges 0.05%. On a $10,000 position that is $65 vs $5 annually, a gap of $60 per year that compounds over a long holding period. On income, SAGP currently yields 3.17% against 2.59% for VXUS.
Holdings Overlap
SAGP and VXUS share 15 holdings out of 7954 unique holdings combined, representing a 1.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SAGP or VXUS?
SAGP has an expense ratio of 0.65% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $60 per year of difference.
Which performed better, SAGP or VXUS?
Over the past year SAGP returned +17.48% vs +25.40% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (5 years), SAGP annualized +11.03% vs +4.83% for VXUS. Past performance does not guarantee future results.
Which is riskier, SAGP or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 14.5% for SAGP. Worst drawdown: SAGP -22.9% vs VXUS -39.9%.
Should I hold both SAGP and VXUS?
SAGP and VXUS have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SAGP and VXUS?
SAGP and VXUS share 15 common holdings with a 1.2% weight overlap. Combined, they hold 7954 unique securities.
Which pays a higher dividend, SAGP or VXUS?
SAGP yields 3.17% while VXUS yields 2.59%, so SAGP currently pays the higher dividend yield.
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