SAGP vs VYM
Strategas Global Policy Opportunities ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | SAGP | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.04% | |
| AUM | $81M | $81.6B | |
| Dividend Yield | 3.17% | 2.24% | |
| Holdings | 106 | 616 | |
| YTD Return | +12.09% | +15.60% | |
| 1Y Return | +17.48% | +23.48% | |
| 3Y Return (annualized) | +17.42% | +19.07% | |
| 5Y Return (annualized) | - | +12.50% | |
| Volatility (annualized) | 14.5% | 14.6% | |
| Max Drawdown | -22.9% | -58.8% | |
| Fund Family | Strategas Asset Management, LLC | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 25, 2022 | Nov 10, 2006 |
SAGP vs VYM Performance
Strategas Global Policy Opportunities ETF (SAGP) is a ETF from Strategas Asset Management, LLC and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SAGP returned +17.48% while VYM returned +23.48%. Year to date, SAGP is up 12.09% versus a gain of 15.60% for VYM.
Over three years, SAGP compounded at +17.42% per year against +19.07% for VYM. Across the full 5-year window we track, SAGP has the edge at +11.03% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SAGP charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, SAGP currently yields 3.17% against 2.24% for VYM.
Holdings Overlap
SAGP and VYM share 23 holdings out of 680 unique holdings combined, representing a 2.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SAGP or VYM?
SAGP has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $61 per year of difference.
Which performed better, SAGP or VYM?
Over the past year SAGP returned +17.48% vs +23.48% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), SAGP annualized +11.03% vs +7.05% for VYM. Past performance does not guarantee future results.
Which is riskier, SAGP or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 14.5% for SAGP. Worst drawdown: SAGP -22.9% vs VYM -58.8%.
Should I hold both SAGP and VYM?
SAGP and VYM have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SAGP and VYM?
SAGP and VYM share 23 common holdings with a 2.6% weight overlap. Combined, they hold 680 unique securities.
Which pays a higher dividend, SAGP or VYM?
SAGP yields 3.17% while VYM yields 2.24%, so SAGP currently pays the higher dividend yield.
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