ACWI vs SAGP

AACWI

BSAGP

Measures won2–3SAGP wins · of 6 · 5Y

$10,000 · 5Y$15,783ACWI · VEA $15,197

Lowest cost0.03%VEA · $3 on $10k

Most income3.10%SAGP · $310 on $10k

Smallest drop−8.9%SAGP · worst fall in 1Y

Held in common1.6%ACWI and SAGP

ACWI

SAGP

iShares MSCI ACWI ETF · $31.4BStrategas Global Policy Opportunities ETF · $81M

+20.8%3 years · per year$17,609 · $17,029+19.4%

+9.6%5 years · per year$15,783 · […][…]

0.32%Expense ratio$32 · $65 on $10k · lower wins0.65%

1.47%12-mo yield$147 · $310 on $10k3.10%

−9.7%Worst dropSmaller wins−8.9%

14.6%VolatilityLower wins13.7%

2–3SAGP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACWI · SAGP

0.3%PLTR1.1%

0.2%GILD1.4%

0.1%VRTX1.2%

0.1%MO1.4%

Held in common1.6%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.47%	0.0%	+8.4%	+10.1%	+20.8%	+9.6%	−9.7%	$31.4B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	BSAGP	Strategas Global Policy Opportunities ETFRead Desk	0.65%	3.10%	−1.5%	+7.7%	+10.4%	+19.4%	new	−8.9%	$81M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.47%	0.0%	+8.4%	+10.1%	+20.8%	+9.6%	−9.7%	$31.4B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	BSAGP	Strategas Global Policy Opportunities ETFRead Desk	0.65%	3.10%	−1.5%	+7.7%	+10.4%	+19.4%	new	−8.9%	$81M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACWI vs SAGP

ACWI

iShares MSCI ACWI

$15,783

SAGP

Strategas Global Policy Opportunities

[…]

MeasureACWISAGP

Fee0.32%0.65%

Cost on $10k a year$32$65

Yield1.47%3.10%

5 years, per year+9.6%[…]

3 years, per year+20.8%+19.4%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y14.6%13.7%

3–2measures won
SAGP first

1.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$189B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: ACWI, SAGP, VEA

Today

26.2%most shared, ACWI and VEA

ACWISAGPVEA

ACWI—1.6%26.2%

SAGP1.6%—0.0%

VEA26.2%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$248most kept, VEA

VEA$251 − $3 = $248

SAGP$310 − $65 = $245

ACWI$147 − $32 = $115

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee