SAGP vs SURI
Comparison between STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF (SAGP, ETF) and SIMPLIFY PROPEL OPPORTUNITIES ETF (SURI, ETF).
SAGP vs SURI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SAGP
$75M
SURI
$74M
Expense Ratio
Winner
SAGP
0.65%
SURI
2.56%
Max Drawdown
Winner
SAGP
22.90%
SURI
52.10%
Sharpe Ratio
SAGP
0.75
Winner
SURI
1.14
5Y Beta
Winner
SAGP
0.66
SURI
0.78
P/E Ratio
SAGP
25.45
Winner
SURI
-7.68
Forward P/E
Winner
SAGP
16.94
SURI
17.30
PEG Ratio
SAGP
0.05
SURI
N/A
5Y EPS CAGR
SAGP
17.03%
SURI
N/A
Debt to Equity
SAGP
-26.88%
SURI
N/A
P/S Ratio
SAGP
1.67
Winner
SURI
0.28
P/B Ratio
Winner
SAGP
3.98
SURI
4.04
SAGP vs SURI - Holdings Comparison
SAGP and SURI have 1 common holdings. Overlap is 0.00%
SAGP's top 25 holdings weight is 49.38%. SURI's top 25 holdings weight is 97.43%.
| Rank | SAGP | SURI |
|---|---|---|
| #1 | DAVITA INC (DVA) - 2.56% | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 40.10% |
| #2 | VERISIGN INC (VRSN) - 2.53% | ACHIEVE LIFE SCIENCES INC (ACHV) - 8.50% |
| #3 | TERADYNE INC (TER) - 2.50% | MILESTONE PHARMACEUTICALS INC (MIST) - 8.20% |
| #4 | FOX CORP CLASS A (FOXA) - 2.17% | PHATHOM PHARMACEUTICALS INC ORDINARY SHARES (PHAT) - 4.09% |
| #5 | ALTRIA GROUP INC (MO) - 2.12% | DELCATH SYSTEMS INC (DCTH) - 3.92% |
| #6 | CIENA CORP (CIEN) - 2.01% | ABEONA THERAPEUTICS INC (ABEO) - 3.80% |
| #7 | DEXCOM INC (DXCM) - 2.00% | CELLDEX THERAPEUTICS INC (CLDX) - 2.60% |
| #8 | STANLEY BLACK & DECKER INC (SWK) - 1.99% | CORCEPT THERAPEUTICS INC (CORT) - 2.52% |
| #9 | INCYTE CORP (INCY) - 1.96% | OCULIS HOLDING AG (OCS) - 2.41% |
| #10 | GILEAD SCIENCES INC (GILD) - 1.92% | ACHIEVE LIFE SCIENCES ([WTS/RTS]) (n/a) - 1.96% |
| #11 | INSULET CORP (PODD) - 1.90% | CASH (n/a) - 1.88% |
| #12 | LABCORP HOLDINGS INC (LH) - 1.90% | LEONABIO INC (LONA) - 1.83% |
| #13 | INTERCONTINENTAL HOTELS GROUP PLC (n/a) - 1.89% | COMPASS PATHWAYS PLC ADR (CMPS) - 1.74% |
| #14 | TEXTRON INC (TXT) - 1.89% | INVENTIVA SA ADR (IVA) - 1.61% |
| #15 | NOVO NORDISK AS CLASS B (n/a) - 1.89% | KYVERNA THERAPEUTICS INC (KYTX) - 1.57% |
| #16 | GENERAL DYNAMICS CORP (GD) - 1.88% | PALISADE BIO INC (PALI) - 1.37% |
| #17 | BIOGEN INC (BIIB) - 1.86% | ZEVRA THERAPEUTICS INC (ZVRA) - 1.33% |
| #18 | CHIPOTLE MEXICAN GRILL INC (CMG) - 1.84% | AQUESTIVE THERAPEUTICS INC (AQST) - 1.27% |
| #19 | OTSUKA HOLDINGS CO LTD (n/a) - 1.83% | ORCHESTRA BIOMED HOLDINGS INC (OBIO) - 1.15% |
| #20 | HUMANA INC (HUM) - 1.82% | TELESAT CANADA /TELESAT LLC 5.625% (n/a) - 1.15% |
| #21 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.81% | OCULAR THERAPEUTIX INC (OCUL) - 1.02% |
| #22 | KYOWA KIRIN CO LTD (n/a) - 1.79% | EYEPOINT INC (EYPT) - 0.96% |
| #23 | CF INDUSTRIES HOLDINGS INC (CF) - 1.78% | SAB BIOTHERAPEUTICS INC (SABS) - 0.90% |
| #24 | EQT AB ORDINARY SHARES (n/a) - 1.78% | TREVI THERAPEUTICS INC (TRVI) - 0.81% |
| #25 | n/a (PLTR) - 1.76% | UPSTREAM BIO INC (UPB) - 0.74% |
| Total Holdings | 105 | 38 |
SAGP vs SURI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SAGP
-0.18%
SURI
-4.26%
3M
SAGP
-2.87%
Winner
SURI
+2.53%
6M
Winner
SAGP
+4.14%
SURI
+2.23%
1Y
SAGP
+13.06%
Winner
SURI
+31.18%
5Y(CAGR)
SAGP
+9.73%
SURI
N/A
Max(CAGR)
Winner
SAGP
+9.73%
SURI
+3.99%
SAGP vs SURI - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | SAGP | SURI |
|---|---|---|
| 2026 | +1.93% | +4.65% |
| 2025 | +23.43% | +22.66% |
| 2024 | +12.91% | -14.71% |
| 2023 | +11.71% | -2.96% |
| 2022 | -4.65% | N/A |
SAGP vs SURI Drawdown Comparison
The maximum drawdown for SAGP was -22.90%, occurring on Sep 27, 2022. Recovery took 466 trading sessions.
The maximum drawdown for SURI was -47.73%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current SAGP drawdown is -5.76%. The current SURI drawdown is -17.99%.
| Rank | SAGP | SURI |
|---|---|---|
| #1 | -22.90% Apr 4, 2022 - Feb 12, 2024 | -47.73% Nov 7, 2024 - Apr 8, 2025 |
| #2 | -11.47% Mar 25, 2025 - May 2, 2025 | -19.48% Feb 15, 2023 - Feb 12, 2024 |
| #3 | -8.90% Mar 2, 2026 - Mar 30, 2026 | -16.79% Mar 1, 2024 - Jul 15, 2024 |
| #4 | -7.02% Nov 11, 2024 - Feb 18, 2025 | -12.52% Jul 16, 2024 - Nov 1, 2024 |
| #5 | -6.45% Oct 3, 2025 - Dec 22, 2025 | -2.96% Feb 12, 2024 - Feb 15, 2024 |
| #6 | -5.95% Mar 2, 2022 - Mar 22, 2022 | -1.45% Feb 23, 2024 - Feb 27, 2024 |
| #7 | -5.84% Mar 28, 2024 - Jun 6, 2024 | -0.70% Feb 28, 2024 - Mar 1, 2024 |
| #8 | -5.25% Feb 9, 2022 - Mar 2, 2022 | -0.51% Feb 8, 2023 - Feb 14, 2023 |
| #9 | -4.56% Jul 23, 2025 - Aug 22, 2025 | -0.40% Feb 20, 2024 - Feb 22, 2024 |
| #10 | -4.32% Jul 31, 2024 - Aug 15, 2024 | N/A |
| #11 | -3.47% Mar 7, 2025 - Mar 25, 2025 | N/A |
| #12 | -3.35% Jan 27, 2026 - Feb 20, 2026 | N/A |
| #13 | -3.05% Aug 30, 2024 - Sep 16, 2024 | N/A |
| #14 | -2.47% Jan 25, 2022 - Jan 31, 2022 | N/A |
| #15 | -2.47% Oct 18, 2024 - Nov 6, 2024 | N/A |
Correlation
Correlation between SAGP and SURI is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.32
-101
Dividend Comparison (2022 - 2026)
SAGP vs SURI dividend yield comparison.
| Year | SAGP | SURI |
|---|---|---|
| 2026 | 0.00% | 4.04% |
| 2025 | 3.45% | 16.31% |
| 2024 | 2.23% | 21.41% |
| 2023 | 0.94% | 14.71% |
| 2022 | 0.51% | 0.00% |
Select Stocks to Compare
Popular: SAGP vs SPYSURI vs SPY
More Comparisons
Compare with similar stocks