Compare · 3 funds side by side · dividends reinvested

SAGP, SCHD and VEA

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

SAGP, SCHD and VEA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.4

Vanguard FTSE Developed Markets ETFInternational · Developed0.03%2.50%+10.2%+16.0%+20.9%+8.7%−11.6%18.1%$232B2.1

Strategas Global Policy Opportunities ETFInternational · Global0.65%3.05%+9.4%+12.4%+20.2%[…]−8.9%13.6%$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 5, 2026 · returns include dividends · since: SAGP 2022 · SCHD 2011 · VEA 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

SAGP

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 3.8% in common

SAGPMeasureSCHD

+9.4%Year to dateJan 1 → Nov 5+32.3%

+12.4%1 yearTotal return+38.7%

+20.2%3 years · per year$10,000 became $17,353 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

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

3.05%Trailing 12-mo yield$305 · $298 a year on $10k2.98%

−8.9%Worst dropSmaller is better−6.9%

13.6%VolatilityLower is calmer11.7%

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

1–6SCHD 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 SCHD: Top 5 Holdings

Today

SAGP

40.2%in top 5

SCHD

in top 521.7%

SAGPStockSCHD

31.6%STEnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.3%CSLnot top 5

2.1%SMINnot top 5

1.6%EQTnot top 5

1.5%SWKnot top 5

Held in common3.8%

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

SAGP vs SCHD Returns, Every Period

StrategasSAGP

+12.4%

past year

SCHDSchwab

+38.7%

past year

SAGPSCHDFaded: behind in that period

0–3SCHD wins

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

International vs Income: SAGP vs SCHD

YTD

StrategasSAGP

+9.4%

SCHDSchwab

+32.3%

+9.4%Year to date+32.3%

−8.9%Worst drop · 1Y−6.9%

13.6%Volatility · 1Y11.7%

3.0%Yield3.0%

$80.5MAssets$120B

3–0SCHD wins

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

Cost, Income and Risk

Fees: SAGP, SCHD, VEA

Today

0.03%lowest, VEA

FundExpense ratioFee$10k

VEA0.03%$3

SCHD0.06%$6

SAGP0.65%$65

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

Yields: SAGP, SCHD, VEA

3.05%highest, SAGP

FundTrailing yieldYield$10k

SAGP3.05%$305

SCHD2.98%$298

VEA2.50%$250

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VEA$250 − $3 = $247

SAGP$305 − $65 = $240

KeptFee

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

Overlap: SAGP, SCHD, VEA

Today

3.8%most shared, SAGP and SCHD

SAGPSCHDVEA

SAGP—3.8%0.0%

SCHD3.8%—0.0%

VEA0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SAGPWorst drop−8.9%13.6% vol

VEAWorst drop−11.6%18.1% vol

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

Paid More vs Made More

YTD

SAGPSCHD

+9.4%Year to date+32.3%

3.0%Yield3.0%

+12.4%Past year+38.7%

0.65%Fee0.06%

3–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$189B

1–1level

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