Strategas Global Policy Opportunities ETF
SAGP - ETF AI Analysis
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Strategas Global Policy Opportunities ETF (SAGP)
SAGP’s rating suggests it is a solid but not top-tier ETF, supported by strong holdings like Gilead Sciences and A. O. Smith, which bring robust financial performance, favorable long-term outlooks, and strategic growth moves to the portfolio. However, weaker names such as DaVita and Verisign, which face profitability, leverage, and bearish technical pressures, likely weigh on the fund’s overall quality. A key risk factor is the presence of several holdings with high valuations and leverage, which could increase volatility and downside risk if market conditions worsen.
SAGP vs. SPDR S&P 500 ETF (SPY)
- AUM
- 79.10M
- Region
- Global
- Expense Ratio
- 0.65%
- Beta
- 0.70
- Issuer
- Strategas
- Inception Date
- Jan 26, 2022
- Dividend Yield
- 3.02%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
SAGP Summary
The Strategas Global Policy Opportunities ETF (SAGP) is an actively managed fund that looks for companies likely to benefit from changes in government, fiscal, and central bank policies around the world, rather than tracking a set index. It invests across many sectors and countries, with a tilt toward health care and industrials, and holds well-known names like Lockheed Martin and Altria. Someone might invest in SAGP for broad global diversification and the chance to benefit from major policy shifts. A key risk is that its value can rise or fall with global markets and changing government decisions.
How much will it cost me?
This ETF has an expense ratio of 0.65%, which means you’ll pay about $6.50 per year for every $1,000 invested. That’s higher than the average ETF cost because this fund is actively managed, aiming to take advantage of global policy trends rather than simply tracking a basic market index.
What would affect this ETF?
SAGP could benefit if global governments increase spending on health care, technology, and industrial projects, as many of its holdings and sector weights are tied to these areas and to companies that may gain from changing defense and data policies. On the negative side, unexpected regulatory crackdowns, geopolitical tensions, or slower economic growth across major regions could hurt demand for its globally focused companies, while higher interest rates could pressure valuations for its tech and policy-sensitive stocks.
SAGP Top 10 Holdings
SAGP is leaning into a global policy theme with a clear tilt toward defense, tech, and health care. Lockheed Martin and Leidos are key defense names, with Lockheed rising and helping drive returns while Leidos has been more mixed, occasionally holding the fund back. On the tech side, Palantir and Ciena have been strong, riding momentum around AI and networking, giving the ETF some growth flair. Gilead adds steady health care strength, while consumer staples like Altria act as ballast. Overall, it’s a globally focused, policy-sensitive mix with performance driven by a handful of U.S. heavyweights.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 SWK | Stanley Black & Decker | 2.35% | $1.86M | $17.31B | 70.98% | 68Neutral |
 MO | Altria Group | 2.14% | $1.69M | $126.99B | 32.49% | 64Neutral |
 GILD | Gilead Sciences | 2.20% | $1.74M | $211.94B | 38.49% | 78Outperform |
 AOS | A. O. Smith Corporation | 2.07% | $1.64M | $8.65B | -1.79% | 77Outperform |
 LMT | Lockheed Martin | 2.21% | $1.74M | $139.32B | 33.47% | 70Outperform |
 TXT | Textron | 2.13% | $1.68M | $14.71B | 4.23% | 75Outperform |
 DVA | DaVita | 1.92% | $1.52M | $11.28B | 50.08% | 59Neutral |
 VRSN | Verisign | 2.07% | $1.63M | $27.91B | 26.30% | 62Neutral |
 PODD | Insulet | 1.92% | $1.51M | $10.27B | -54.02% | 70Outperform |
 LDOS | Leidos Holdings | 2.02% | $1.60M | $16.74B | -32.46% | 77Outperform |
SAGP Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SAGP, the sentiment is Positive. The current price of 37.21 is above the 20-day moving average (MA) of 36.73, above the 50-day MA of 36.06, and above the 200-day MA of 35.68, indicating a bullish trend. The MACD of 0.34 indicates Negative momentum. The RSI at 57.31 is Neutral, neither overbought nor oversold. The STOCH value of 50.48 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SAGP.
SAGP Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SAGP | $37.21 | $39.00(4.81% Upside) | $79.10M | 0.65% | 68Neutral |
 GOP | $42.56 | $51.03(19.89% Upside) | $88.90M | 0.73% | 69Neutral |
 PRAY | $34.40 | $41.21(19.80% Upside) | $72.70M | 0.68% | 67Neutral |
 CAMX | $36.45 | $41.22(13.10% Upside) | $69.58M | 0.59% | 67Neutral |
 MNVT | $24.15 | $37.58(55.64% Upside) | $63.61M | 0.75% | 58Neutral |
 WCAP | $9.26 | $11.38(22.92% Upside) | $58.60M | 1.00% | 71Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SAGP | Strategas Global Policy Opportunities ETF | 37.21 | 4.53 | 13.88% | |
| GOP | Unusual Whales Subversive Republican Trading ETF | 42.56 | 6.59 | 18.32% | |
| PRAY | FIS Biblically Responsible Risk Managed ETF | 34.40 | 3.22 | 10.33% | |
| CAMX | Cambiar Aggressive Value ETF | 36.45 | 5.77 | 18.82% | |
| MNVT | Moonvest ETF | 24.15 | -0.57 | -2.29% | |
| WCAP | WarCap Unconstrained Equity ETF | 9.26 | -0.56 | -5.66% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.