SAGP vs LDRC

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

SAGP vs LDRC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

SAGP

$76M

Winner

LDRC

$77M

Expense Ratio

SAGP

0.65%

Winner

LDRC

0.10%

Max Drawdown

SAGP

22.90%

Winner

LDRC

1.82%

Sharpe Ratio

Winner

SAGP

0.71

LDRC

0.33

5Y Beta

SAGP

0.66

Winner

LDRC

0.02

P/E Ratio

SAGP

25.31

LDRC

N/A

Forward P/E

SAGP

17.16

LDRC

N/A

PEG Ratio

SAGP

0.05

LDRC

N/A

5Y EPS CAGR

SAGP

17.55%

LDRC

N/A

Debt to Equity

SAGP

-26.91%

LDRC

N/A

P/S Ratio

SAGP

1.72

LDRC

N/A

P/B Ratio

SAGP

4.02

LDRC

N/A

SAGP vs LDRC - Holdings Comparison

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

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

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

SAGP vs LDRC - Historical Returns

Returns include dividend reinvestment.

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

Winner

SAGP

+0.51%

LDRC

+0.37%

Winner

SAGP

+1.60%

LDRC

+0.79%

Winner

SAGP

+3.99%

LDRC

+1.39%

Winner

SAGP

+12.48%

LDRC

+4.40%

5Y(CAGR)

SAGP

+10.02%

LDRC

N/A

Max(CAGR)

Winner

SAGP

+10.02%

LDRC

+4.74%

SAGP vs LDRC - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

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

SAGP vs LDRC Drawdown Comparison

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

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

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

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