Compare · 2 funds side by side · dividends reinvested

SAGP and VT

SAGPStrategas×VTVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,014VT · best of the two

02 / 04

SAGP and VT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total World Stock ETFInternational · Global0.06%1.56%+10.9%+12.2%+22.6%+9.9%−9.7%14.0%$81.8B1.4

Strategas Global Policy Opportunities ETFInternational · Global0.65%3.02%+10.3%+12.0%+21.2%[…]−8.9%13.2%$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 3, 2026 · returns include dividends · since: SAGP 2022 · VT 2008

Head to Head

Swap sides Versus in desk

Head to Head

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

SAGP

Vanguard Total World Stock ETF · $81.8B$16,014

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

SAGPMeasureVT

+10.3%Year to dateJan 1 → Nov 3+10.9%

+12.0%1 yearTotal return+12.2%

+21.2%3 years · per year$10,000 became $17,786 · $18,441+22.6%

[…]5 years · per year$10,000 became […] · $16,014+9.9%

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

3.02%Trailing 12-mo yield$302 · $156 a year on $10k1.56%

−8.9%Worst dropSmaller is better−9.7%

13.2%VolatilityLower is calmer14.0%

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

3–4VT wins

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

More Ways to See the Pairs

SAGP vs VT: Top 5 Holdings

Today

SAGP

39.3%in top 5

in top 515.6%

SAGPStockVT

30.5%STEnot top 5

not top 5NVDA4.5%

not top 5AAPL4.1%

3.3%CSLnot top 5

not top 5MSFT3.2%

2.1%SMINnot top 5

not top 5AMZN2.0%

1.8%EQTnot top 5

not top 5GOOGL1.7%

1.6%LMTnot top 5

Held in common1.5%

End-of-day Nov 3, 2026 · share of each fund

SAGP vs VT Returns, Every Period

StrategasSAGP

+12.0%

past year

VTVanguard

+12.2%

past year

SAGPVTFaded: behind in that period

0–3VT wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SAGP vs VT

YTD

StrategasSAGP

+10.3%

VTVanguard

+10.9%

+10.3%Year to date+10.9%

−8.9%Worst drop · 1Y−9.7%

13.2%Volatility · 1Y14.0%

3.0%Yield1.6%

$79.4MAssets$81.8B

3–1SAGP wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SAGP, VT

Today

0.06%lowest, VT

FundExpense ratioFee$10k

VT0.06%$6

SAGP0.65%$65

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SAGP, VT

3.02%highest, SAGP

FundTrailing yieldYield$10k

SAGP3.02%$302

VT1.56%$156

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$237most kept, SAGP

SAGP$302 − $65 = $237

VT$156 − $6 = $150

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SAGP, VT

Today

1.5%most shared, SAGP and VT

SAGPVT

SAGP—1.5%

VT1.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.2%VT, at 14.0% volatility

SAGPWorst drop−8.9%13.2% vol

VTWorst drop−9.7%14.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SAGPVT

+10.3%Year to date+10.9%

3.0%Yield1.6%

+12.0%Past year+12.2%

0.65%Fee0.06%

3–1VT wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026