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$16,459SCHD · 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%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.1

Strategas Global Policy Opportunities ETFInternational · Global0.65%3.03%+10.1%+14.6%+19.6%[…]−8.9%13.8%$79M1.9

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

End-of-day Nov 9, 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 · $120B$16,459

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

SAGPMeasureSCHD

+10.1%Year to dateJan 1 → Nov 9+33.2%

+14.6%1 yearTotal return+39.1%

+19.6%3 years · per year$10,000 became $17,112 · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

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

3.03%Trailing 12-mo yield$303 · $296 a year on $10k2.96%

−8.9%Worst dropSmaller is better−6.9%

13.8%VolatilityLower is calmer11.8%

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

1–5SCHD wins

End-of-day Nov 9, 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

41.2%in top 5

SCHD

in top 521.4%

SAGPStockSCHD

32.7%STEnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

3.2%CSLnot top 5

2.2%SMINnot top 5

1.6%EQTnot top 5

1.5%SWKnot top 5

Held in common3.8%

End-of-day Nov 9, 2026 · share of each fund

SAGP vs SCHD Returns, Every Period

StrategasSAGP

+14.6%

past year

SCHDSchwab

+39.1%

past year

SAGPSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

International vs Income: SAGP vs SCHD

YTD

StrategasSAGP

+10.1%

SCHDSchwab

+33.2%

+10.1%Year to date+33.2%

−8.9%Worst drop · 1Y−6.9%

13.8%Volatility · 1Y11.8%

3.0%Yield3.0%

$79.0MAssets$120B

3–0SCHD wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: SAGP, SCHD

3.03%highest, SAGP

FundTrailing yieldYield$10k

SAGP3.03%$303

SCHD2.96%$296

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

SAGP$303 − $65 = $238

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SAGP, SCHD

Today

3.8%most shared, SAGP and SCHD

SAGPSCHD

SAGP—3.8%

SCHD3.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

SAGPWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SAGPSCHD

+10.1%Year to date+33.2%

3.0%Yield3.0%

+14.6%Past year+39.1%

0.65%Fee0.06%

3–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026