Compare · 2 funds side by side · dividends reinvested

SAGP and SCHD

SAGPStrategas×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

SAGP and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.3

Strategas Global Policy Opportunities ETFInternational · Global0.65%2.97%+12.4%+14.1%+21.5%[…]−8.9%13.4%$79M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: SAGP 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Strategas Global Policy Opportunities ETF · $79M[…]

SAGP

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

SAGPMeasureSCHD

+12.4%Year to dateJan 1 → Nov 4+35.3%

+14.1%1 yearTotal return+41.6%

+21.5%3 years · per year$10,000 became $17,921 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

2.97%Trailing 12-mo yield$297 · $291 a year on $10k2.91%

−8.9%Worst dropSmaller is better−6.9%

13.4%VolatilityLower is calmer11.5%

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

2–5SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SAGP vs SCHD: Top 5 Holdings

Today

SAGP

39.2%in top 5

SCHD

in top 521.6%

SAGPStockSCHD

30.5%STEnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.3%CSLnot top 5

2.1%SMINnot top 5

1.7%EQTnot top 5

1.6%LMTnot top 5

Held in common4.0%

End-of-day Nov 4, 2026 · share of each fund

SAGP vs SCHD Returns, Every Period

StrategasSAGP

+14.1%

past year

SCHDSchwab

+41.6%

past year

SAGPSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Income: SAGP vs SCHD

YTD

StrategasSAGP

+12.4%

SCHDSchwab

+35.3%

+12.4%Year to date+35.3%

−8.9%Worst drop · 1Y−6.9%

13.4%Volatility · 1Y11.5%

3.0%Yield2.9%

$79.4MAssets$121B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SAGP, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SAGP0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SAGP, SCHD

2.97%highest, SAGP

FundTrailing yieldYield$10k

SAGP2.97%$297

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

SAGP$297 − $65 = $232

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SAGP, SCHD

Today

4.0%most shared, SAGP and SCHD

SAGPSCHD

SAGP—4.0%

SCHD4.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

SAGPWorst drop−8.9%13.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SAGPSCHD

+12.4%Year to date+35.3%

3.0%Yield2.9%

+14.1%Past year+41.6%

0.65%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026