Compare · 3 funds side by side · dividends reinvested

SAGP, VT and VOO

SAGPStrategas×VTVanguard×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

SAGP, VT and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.5

Vanguard Total World Stock ETFInternational · Global0.06%1.56%+10.9%+12.2%+22.6%+9.9%−9.7%14.0%$81.8B2.1

Strategas Global Policy Opportunities ETFInternational · Global0.65%3.02%+10.3%+12.0%+21.2%[…]−8.9%13.2%$79M2.3

Rank among the three1st → 3rdFee, 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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

SAGP

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

SAGPMeasureVOO

+10.3%Year to dateJan 1 → Nov 3+11.5%

+12.0%1 yearTotal return+11.9%

+21.2%3 years · per year$10,000 became $17,786 · $19,094+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

3.02%Trailing 12-mo yield$302 · $107 a year on $10k1.07%

−8.9%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer12.7%

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

2–4VOO 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 VOO: Top 5 Holdings

Today

SAGP

39.3%in top 5

VOO

in top 528.3%

SAGPStockVOO

30.5%STEnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

3.3%CSLnot top 5

not top 5GOOGL3.1%

2.1%SMINnot top 5

1.8%EQTnot top 5

1.6%LMTnot top 5

Held in common2.4%

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

SAGP vs VOO Returns, Every Period

StrategasSAGP

+12.0%

past year

VOOVanguard

+11.9%

past year

SAGPVOOFaded: behind in that period

1–2VOO 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, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VT0.06%$6

SAGP0.65%$65

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

Yields: SAGP, VT, VOO

3.02%highest, SAGP

FundTrailing yieldYield$10k

SAGP3.02%$302

VT1.56%$156

VOO1.07%$107

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

VOO$107 − $3 = $104

KeptFee

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

Overlap: SAGP, VT, VOO

Today

55.3%most shared, VT and VOO

SAGPVTVOO

SAGP—1.5%2.4%

VT1.5%—55.3%

VOO2.4%55.3%—

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

Return vs Bumpiness: 3 ETFs

+12.2%VT, at 14.0% volatility

VOOWorst drop−8.9%12.7% vol

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

SAGPVOO

+10.3%Year to date+11.5%

3.0%Yield1.1%

+12.0%Past year+11.9%

0.65%Fee0.03%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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