SAGP vs NMS

Comparison between STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF (SAGP, ETF) and Nuveen Minnesota Quality Municipal Income Fund (NMS, ETF).

SAGP vs NMS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SAGP(ETF)	NMS(ETF)
Net Assets	$76M	$76M
Expense Ratio	0.65%	N/A
Max Drawdown	22.90%	47.88%
Sharpe Ratio	0.71	1.36
5Y Beta	0.66	0.05
P/E Ratio	25.31	N/A
Forward P/E	17.16	N/A
PEG Ratio	0.05	N/A
5Y Dividends CAGR	N/A	7.77%
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

Winner

SAGP

$76M

NMS

$76M

Expense Ratio

SAGP

0.65%

NMS

N/A

Max Drawdown

Winner

SAGP

22.90%

NMS

47.88%

Sharpe Ratio

SAGP

0.71

Winner

NMS

1.36

5Y Beta

SAGP

0.66

Winner

NMS

0.05

P/E Ratio

SAGP

25.31

NMS

N/A

Forward P/E

SAGP

17.16

NMS

N/A

PEG Ratio

SAGP

0.05

NMS

N/A

5Y Dividends CAGR

SAGP

N/A

NMS

7.77%

5Y EPS CAGR

SAGP

17.55%

NMS

N/A

Debt to Equity

SAGP

-26.91%

NMS

N/A

P/S Ratio

SAGP

1.72

NMS

N/A

P/B Ratio

SAGP

4.02

NMS

N/A

SAGP vs NMS - Historical Returns

Returns include dividend reinvestment.

Period	SAGP	NMS
1 month	+0.51%	-0.34%
3 months	+1.60%	+4.46%
6 months	+3.99%	+6.39%
1 year	+12.48%	+15.41%
5 years(CAGR)	+10.02%	-0.22%
10 years(CAGR)	N/A	+1.78%
Max(CAGR)	+10.02%	+3.31%

Winner

SAGP

+0.51%

NMS

-0.34%

SAGP

+1.60%

Winner

NMS

+4.46%

SAGP

+3.99%

Winner

NMS

+6.39%

SAGP

+12.48%

Winner

NMS

+15.41%

5Y(CAGR)

Winner

SAGP

+10.02%

NMS

-0.22%

10Y(CAGR)

SAGP

N/A

NMS

+1.78%

Max(CAGR)

Winner

SAGP

+10.02%

NMS

+3.31%

SAGP vs NMS - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	SAGP	NMS
2026	+3.33%	+8.15%
2025	+23.43%	+2.31%
2024	+12.91%	+18.82%
2023	+11.71%	-0.21%
2022	-4.65%	-22.04%
2021	N/A	+6.60%
2020	N/A	+7.38%
2019	N/A	+23.39%
2018	N/A	-12.96%
2017	N/A	-4.05%
2016	N/A	+12.86%
2015	N/A	+6.24%
2014	N/A	-3.37%

SAGP vs NMS Drawdown Comparison

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

The maximum drawdown for NMS was -38.76%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The current SAGP drawdown is -4.46%. The current NMS drawdown is -2.97%.

Rank	SAGP	NMS
#1	-22.90% Apr 4, 2022 - Feb 12, 2024	-38.76% Sep 16, 2021 - Oct 25, 2023
#2	-11.47% Mar 25, 2025 - May 2, 2025	-25.42% Sep 30, 2016 - Aug 11, 2020
#3	-8.90% Mar 2, 2026 - Mar 30, 2026	-7.35% Aug 19, 2020 - Oct 27, 2020
#4	-7.02% Nov 11, 2024 - Feb 18, 2025	-7.31% Mar 18, 2015 - Jan 29, 2016
#5	-6.45% Oct 3, 2025 - Dec 22, 2025	-6.32% Nov 6, 2014 - Jan 27, 2015
#6	-5.95% Mar 2, 2022 - Mar 22, 2022	-5.93% Jun 23, 2021 - Sep 14, 2021
#7	-5.84% Mar 28, 2024 - Jun 6, 2024	-5.58% Oct 15, 2014 - Nov 6, 2014
#8	-5.25% Feb 9, 2022 - Mar 2, 2022	-5.15% May 4, 2021 - Jun 23, 2021
#9	-4.56% Jul 23, 2025 - Aug 22, 2025	-4.27% Aug 15, 2016 - Sep 30, 2016
#10	-4.32% Jul 31, 2024 - Aug 15, 2024	-4.04% Apr 13, 2016 - Jun 6, 2016
#11	-3.47% Mar 7, 2025 - Mar 25, 2025	-4.00% Jul 6, 2016 - Aug 5, 2016
#12	-3.35% Jan 27, 2026 - Feb 20, 2026	-3.76% Jun 17, 2016 - Jul 6, 2016
#13	-3.05% Aug 30, 2024 - Sep 16, 2024	-3.60% Oct 27, 2020 - Nov 17, 2020
#14	-2.47% Jan 25, 2022 - Jan 31, 2022	-3.53% Feb 11, 2021 - Apr 14, 2021
#15	-2.47% Oct 18, 2024 - Nov 6, 2024	-2.67% Feb 11, 2016 - Feb 25, 2016

Correlation

Correlation between SAGP and NMS is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58

-101

Dividend Comparison (2014 - 2026)

SAGP vs NMS dividend yield comparison.

Year	SAGP	NMS
2026	0.00%	2.70%
2025	3.45%	7.29%
2024	2.23%	6.05%
2023	0.94%	4.03%
2022	0.51%	5.24%
2021	0.00%	4.19%
2020	0.00%	3.93%
2019	0.00%	4.05%
2018	0.00%	5.52%
2017	0.00%	5.20%
2016	0.00%	4.68%
2015	0.00%	5.60%
2014	0.00%	0.96%