Compare · 2 funds side by side · dividends reinvested

SAGP and URTH

SAGPStrategas×URTHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,957URTH · best of the two

02 / 04

SAGP and URTH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI World ETFInternational · Global0.24%1.37%+12.6%+13.8%+23.2%+11.1%−9.1%13.2%$9.1B1.4

Strategas Global Policy Opportunities ETFInternational · Global0.65%2.97%+12.4%+14.1%+21.5%[…]−8.9%13.4%$79M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: SAGP 2022 · URTH 2012

Head to Head

Swap sides Versus in desk

Head to Head

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

SAGP

URTH

iShares MSCI World ETF · $9.1B$16,957

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

SAGPMeasureURTH

+12.4%Year to dateJan 1 → Nov 4+12.6%

+14.1%1 yearTotal return+13.8%

+21.5%3 years · per year$10,000 became $17,921 · $18,683+23.2%

[…]5 years · per year$10,000 became […] · $16,957+11.1%

0.65%Expense ratio$65 · $24 a year on $10k · lower is better0.24%

2.97%Trailing 12-mo yield$297 · $137 a year on $10k1.37%

−8.9%Worst dropSmaller is better−9.1%

13.4%VolatilityLower is calmer13.2%

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

3–4URTH 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 URTH: Top 5 Holdings

Today

SAGP

39.2%in top 5

URTH

in top 519.4%

SAGPStockURTH

30.5%STEnot top 5

not top 5AAPL5.4%

not top 5NVDA5.3%

not top 5MSFT4.1%

3.3%CSLnot top 5

not top 5AMZN2.7%

2.1%SMINnot top 5

not top 5GOOGL1.8%

1.7%EQTnot top 5

1.6%LMTnot top 5

Held in common1.9%

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

SAGP vs URTH Returns, Every Period

StrategasSAGP

+14.1%

past year

URTHiShares

+13.8%

past year

SAGPURTHFaded: behind in that period

1–2URTH wins

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

SAGP vs URTH

YTD

StrategasSAGP

+12.4%

URTHiShares

+12.6%

+12.4%Year to date+12.6%

−8.9%Worst drop · 1Y−9.1%

13.4%Volatility · 1Y13.2%

3.0%Yield1.4%

$79.4MAssets$9.1B

2–2level

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

Cost, Income and Risk

Fees: SAGP, URTH

Today

0.24%lowest, URTH

FundExpense ratioFee$10k

URTH0.24%$24

SAGP0.65%$65

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

Yields: SAGP, URTH

2.97%highest, SAGP

FundTrailing yieldYield$10k

SAGP2.97%$297

URTH1.37%$137

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

Income After Fees on $10,000

$232most kept, SAGP

SAGP$297 − $65 = $232

URTH$137 − $24 = $113

KeptFee

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

Overlap: SAGP, URTH

Today

1.9%most shared, SAGP and URTH

SAGPURTH

SAGP—1.9%

URTH1.9%—

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

Return vs Bumpiness: 2 ETFs

+14.1%SAGP, at 13.4% volatility

URTHWorst drop−9.1%13.2% 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

SAGPURTH

+12.4%Year to date+12.6%

3.0%Yield1.4%

+14.1%Past year+13.8%

0.65%Fee0.24%

2–2level

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