LDRC vs SAGP

Comparison between ISHARES IBONDS 1-5 YEAR CORPORATE LADDER ETF (LDRC, ETF) and STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF (SAGP, ETF).

LDRC vs SAGP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LDRC(ETF)	SAGP(ETF)
Net Assets	$77M	$76M
Expense Ratio	0.10%	0.65%
Max Drawdown	1.82%	22.90%
Sharpe Ratio	0.33	0.71
5Y Beta	0.02	0.66
P/E Ratio	N/A	25.31
Forward P/E	N/A	17.16
PEG Ratio	N/A	0.05
5Y EPS CAGR	N/A	17.55%
Debt to Equity	N/A	-26.91%
P/S Ratio	N/A	1.72
P/B Ratio	N/A	4.02

Net Assets

Winner

LDRC

$77M

SAGP

$76M

Expense Ratio

Winner

LDRC

0.10%

SAGP

0.65%

Max Drawdown

Winner

LDRC

1.82%

SAGP

22.90%

Sharpe Ratio

LDRC

0.33

Winner

SAGP

0.71

5Y Beta

Winner

LDRC

0.02

SAGP

0.66

P/E Ratio

LDRC

N/A

SAGP

25.31

Forward P/E

LDRC

N/A

SAGP

17.16

PEG Ratio

LDRC

N/A

SAGP

0.05

5Y EPS CAGR

LDRC

N/A

SAGP

17.55%

Debt to Equity

LDRC

N/A

SAGP

-26.91%

P/S Ratio

LDRC

N/A

SAGP

1.72

P/B Ratio

LDRC

N/A

SAGP

4.02

LDRC vs SAGP - Holdings Comparison

LDRC and SAGP have 0 common holdings. Overlap is 0.00%

LDRC's top 25 holdings weight is 99.91%. SAGP's top 25 holdings weight is 49.38%.

Rank	LDRC	SAGP
#1	ISHARES IBONDS DEC 2029 TERM CORP ETF (IBDU) - 20.03%	DAVITA INC (DVA) - 2.56%
#2	ISHARES IBONDS DEC 2027 TERM CORP ETF (IBDS) - 20.01%	VERISIGN INC (VRSN) - 2.53%
#3	ISHARES IBONDS DEC 2028 TERM CORP ETF (IBDT) - 20.00%	TERADYNE INC (TER) - 2.50%
#4	ISHARES IBONDS DEC 2026 TERM CORP ETF (IBDR) - 19.96%	FOX CORP CLASS A (FOXA) - 2.17%
#5	ISHARES IBONDS DEC 2025 TERM CORP ETF (IBDQ) - 19.91%	ALTRIA GROUP INC (MO) - 2.12%
#6	N/A	CIENA CORP (CIEN) - 2.01%
#7	N/A	DEXCOM INC (DXCM) - 2.00%
#8	N/A	STANLEY BLACK & DECKER INC (SWK) - 1.99%
#9	N/A	INCYTE CORP (INCY) - 1.96%
#10	N/A	GILEAD SCIENCES INC (GILD) - 1.92%
#11	N/A	INSULET CORP (PODD) - 1.90%
#12	N/A	LABCORP HOLDINGS INC (LH) - 1.90%
#13	N/A	INTERCONTINENTAL HOTELS GROUP PLC (n/a) - 1.89%
#14	N/A	TEXTRON INC (TXT) - 1.89%
#15	N/A	NOVO NORDISK AS CLASS B (n/a) - 1.89%
#16	N/A	GENERAL DYNAMICS CORP (GD) - 1.88%
#17	N/A	BIOGEN INC (BIIB) - 1.86%
#18	N/A	CHIPOTLE MEXICAN GRILL INC (CMG) - 1.84%
#19	N/A	OTSUKA HOLDINGS CO LTD (n/a) - 1.83%
#20	N/A	HUMANA INC (HUM) - 1.82%
#21	N/A	BRITISH AMERICAN TOBACCO PLC (n/a) - 1.81%
#22	N/A	KYOWA KIRIN CO LTD (n/a) - 1.79%
#23	N/A	CF INDUSTRIES HOLDINGS INC (CF) - 1.78%
#24	N/A	EQT AB ORDINARY SHARES (n/a) - 1.78%
#25	N/A	n/a (PLTR) - 1.76%
Total Holdings	5	105

LDRC vs SAGP - Historical Returns

Returns include dividend reinvestment.

Period	LDRC	SAGP
1 month	+0.37%	+0.51%
3 months	+0.79%	+1.60%
6 months	+1.39%	+3.99%
1 year	+4.40%	+12.48%
5 years(CAGR)	N/A	+10.02%
Max(CAGR)	+4.74%	+10.02%

LDRC

+0.37%

Winner

SAGP

+0.51%

LDRC

+0.79%

Winner

SAGP

+1.60%

LDRC

+1.39%

Winner

SAGP

+3.99%

LDRC

+4.40%

Winner

SAGP

+12.48%

5Y(CAGR)

LDRC

N/A

SAGP

+10.02%

Max(CAGR)

LDRC

+4.74%

Winner

SAGP

+10.02%

LDRC vs SAGP - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	LDRC	SAGP
2026	+0.98%	+3.33%
2025	+6.29%	+23.43%
2024	+0.37%	+12.91%
2023	N/A	+11.71%
2022	N/A	-4.65%

LDRC vs SAGP Drawdown Comparison

The maximum drawdown for LDRC was -1.00%, occurring on Mar 26, 2026. Recovery took 34 trading sessions.

The maximum drawdown for SAGP was -22.90%, occurring on Sep 27, 2022. Recovery took 466 trading sessions.

The current LDRC drawdown is -0.02%. The current SAGP drawdown is -4.46%.

Rank	LDRC	SAGP
#1	-1.00% Feb 27, 2026 - Apr 17, 2026	-22.90% Apr 4, 2022 - Feb 12, 2024
#2	-0.99% May 20, 2025 - Jun 30, 2025	-11.47% Mar 25, 2025 - May 2, 2025
#3	-0.93% Oct 27, 2025 - Nov 24, 2025	-8.90% Mar 2, 2026 - Mar 30, 2026
#4	-0.87% Apr 3, 2025 - Apr 16, 2025	-7.02% Nov 11, 2024 - Feb 18, 2025
#5	-0.70% Jan 6, 2026 - Feb 12, 2026	-6.45% Oct 3, 2025 - Dec 22, 2025
#6	-0.62% Dec 6, 2024 - Jan 21, 2025	-5.95% Mar 2, 2022 - Mar 22, 2022
#7	-0.60% Jan 21, 2025 - Feb 19, 2025	-5.84% Mar 28, 2024 - Jun 6, 2024
#8	-0.58% Apr 17, 2026 - Jun 2, 2026	-5.25% Feb 9, 2022 - Mar 2, 2022
#9	-0.53% Nov 24, 2025 - Dec 24, 2025	-4.56% Jul 23, 2025 - Aug 22, 2025
#10	-0.42% Jul 28, 2025 - Aug 1, 2025	-4.32% Jul 31, 2024 - Aug 15, 2024
#11	-0.35% Sep 23, 2025 - Oct 2, 2025	-3.47% Mar 7, 2025 - Mar 25, 2025
#12	-0.34% Apr 16, 2025 - Apr 24, 2025	-3.35% Jan 27, 2026 - Feb 20, 2026
#13	-0.31% Jun 30, 2025 - Jul 18, 2025	-3.05% Aug 30, 2024 - Sep 16, 2024
#14	-0.27% Apr 30, 2025 - May 20, 2025	-2.47% Jan 25, 2022 - Jan 31, 2022
#15	-0.26% Nov 8, 2024 - Nov 19, 2024	-2.47% Oct 18, 2024 - Nov 6, 2024