Compare · 2 funds side by side · dividends reinvested

SAGP and ACWI

SAGPStrategas×ACWIiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,747ACWI · best of the two

02 / 04

SAGP and ACWI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Strategas Global Policy Opportunities ETFInternational · Global0.65%3.05%+9.4%+12.4%+20.2%[…]−8.9%13.6%$81M1.3

iShares MSCI ACWI ETFInternational · Global0.32%1.47%+8.4%+10.6%+21.2%+9.5%−9.7%14.6%$31.4B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SAGP 2022 · ACWI 2008

Head to Head

Swap sides Versus in desk

Head to Head

Strategas Global Policy Opportunities ETF · $81M[…]

SAGP

ACWI

iShares MSCI ACWI ETF · $31.4B$15,747

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

SAGPMeasureACWI

+9.4%Year to dateJan 1 → Nov 5+8.4%

+12.4%1 yearTotal return+10.6%

+20.2%3 years · per year$10,000 became $17,353 · $17,791+21.2%

[…]5 years · per year$10,000 became […] · $15,747+9.5%

0.65%Expense ratio$65 · $32 a year on $10k · lower is better0.32%

3.05%Trailing 12-mo yield$305 · $147 a year on $10k1.47%

−8.9%Worst dropSmaller is better−9.7%

13.6%VolatilityLower is calmer14.6%

SAGPACWI Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2SAGP wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SAGP vs ACWI: Top 5 Holdings

Today

SAGP

40.2%in top 5

ACWI

in top 517.5%

SAGPStockACWI

31.6%STEnot top 5

not top 5AAPL5.0%

not top 5NVDA4.5%

not top 5MSFT3.8%

3.3%CSLnot top 5

not top 5AMZN2.5%

2.1%SMINnot top 5

not top 5GOOGL1.7%

1.6%EQTnot top 5

1.5%SWKnot top 5

Held in common1.6%

End-of-day Nov 5, 2026 · share of each fund

SAGP vs ACWI Returns, Every Period

StrategasSAGP

+12.4%

past year

ACWIiShares

+10.6%

past year

SAGPACWIFaded: behind in that period

2–1SAGP wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SAGP vs ACWI

YTD

StrategasSAGP

+9.4%

ACWIiShares

+8.4%

+9.4%Year to date+8.4%

−8.9%Worst drop · 1Y−9.7%

13.6%Volatility · 1Y14.6%

3.0%Yield1.5%

$80.5MAssets$31.4B

4–0SAGP wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SAGP, ACWI

Today

0.32%lowest, ACWI

FundExpense ratioFee$10k

ACWI0.32%$32

SAGP0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SAGP, ACWI

3.05%highest, SAGP

FundTrailing yieldYield$10k

SAGP3.05%$305

ACWI1.47%$147

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$240most kept, SAGP

SAGP$305 − $65 = $240

ACWI$147 − $32 = $115

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SAGP, ACWI

Today

1.6%most shared, SAGP and ACWI

SAGPACWI

SAGP—1.6%

ACWI1.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.4%SAGP, at 13.6% volatility

SAGPWorst drop−8.9%13.6% vol

ACWIWorst drop−9.7%14.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SAGPACWI

+9.4%Year to date+8.4%

3.0%Yield1.5%

+12.4%Past year+10.6%

0.65%Fee0.32%

3–1SAGP wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026