Compare · 3 funds side by side · dividends reinvested

SAGP, IVV and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

SAGP, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.0

Strategas Global Policy Opportunities ETFInternational · Global0.65%3.10%+7.7%+10.4%+19.4%[…]−8.9%13.7%$81M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SAGP 2022 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

SAGP

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

SAGPMeasureIVV

+7.7%Year to dateJan 1 → Nov 6+8.7%

+10.4%1 yearTotal return+9.8%

+19.4%3 years · per year$10,000 became $17,029 · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

3.10%Trailing 12-mo yield$310 · $114 a year on $10k1.14%

−8.9%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer13.6%

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

2–4IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SAGP vs IVV: Top 5 Holdings

Today

SAGP

40.8%in top 5

IVV

in top 527.8%

SAGPStockIVV

32.5%STEnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.2%CSLnot top 5

not top 5GOOGL2.6%

2.1%SMINnot top 5

1.6%EQTnot top 5

1.5%SWKnot top 5

Held in common2.5%

End-of-day Nov 6, 2026 · share of each fund

SAGP vs IVV Returns, Every Period

StrategasSAGP

+10.4%

past year

IVViShares

+9.8%

past year

SAGPIVVFaded: behind in that period

1–2IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

International vs Core: SAGP vs IVV

YTD

StrategasSAGP

+7.7%

IVViShares

+8.7%

+7.7%Year to date+8.7%

−8.9%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.6%

3.1%Yield1.1%

$80.5MAssets$850B

2–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SAGP, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

SAGP0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SAGP, IVV, SPY

3.10%highest, SAGP

FundTrailing yieldYield$10k

SAGP3.10%$310

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$245most kept, SAGP

SAGP$310 − $65 = $245

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SAGP, IVV, SPY

Today

99.9%most shared, IVV and SPY

SAGPIVVSPY

SAGP—2.5%2.5%

IVV2.5%—99.9%

SPY2.5%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.4%SAGP, at 13.7% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

SAGPWorst drop−8.9%13.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SAGPIVV

+7.7%Year to date+8.7%

3.1%Yield1.1%

+10.4%Past year+9.8%

0.65%Fee0.03%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026