ACWI vs SAGP

AACWI

BSAGP

Measures won2–3SAGP wins · of 6 · 5Y

$10,000 · 5Y$16,115ACWI · VT $15,957

Lowest cost0.05%VXUS · $5 on $10k

Most income3.03%SAGP · $303 on $10k

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

Held in common1.6%ACWI and SAGP

ACWI

SAGP

iShares MSCI ACWI ETF · $31.5BStrategas Global Policy Opportunities ETF · $79M

+21.0%3 years · per year$17,717 · $17,112+19.6%

+10.0%5 years · per year$16,115 · […][…]

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

1.44%12-mo yield$144 · $303 on $10k3.03%

−9.7%Worst dropSmaller wins−8.9%

14.8%VolatilityLower wins13.8%

2–3SAGP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsACWI · SAGP

0.4%PLTR1.1%

0.2%GILD1.4%

0.1%VRTX1.3%

0.1%MO1.4%

Held in common1.6%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.44%	+2.6%	+11.2%	+13.9%	+21.0%	+10.0%	−9.7%	$31.5B
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
4	BSAGP	Strategas Global Policy Opportunities ETFRead Desk	0.65%	3.03%	+2.2%	+10.1%	+14.6%	+19.6%	new	−8.9%	$79M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.44%	+2.6%	+11.2%	+13.9%	+21.0%	+10.0%	−9.7%	$31.5B
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
4	BSAGP	Strategas Global Policy Opportunities ETFRead Desk	0.65%	3.03%	+2.2%	+10.1%	+14.6%	+19.6%	new	−8.9%	$79M

End-of-day Nov 9, 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

$16,115

SAGP

Strategas Global Policy Opportunities

[…]

MeasureACWISAGP

Fee0.32%0.65%

Cost on $10k a year$32$65

Yield1.44%3.03%

5 years, per year+10.0%[…]

3 years, per year+21.0%+19.6%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y14.8%13.8%

3–2measures won
SAGP first

1.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 9, 2026

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

Overlap: ACWI, SAGP, VXUS, VT

Today

81.7%most shared, ACWI and VT

ACWISAGPVXUSVT

ACWI—1.6%32.6%81.7%

SAGP1.6%—0.0%1.5%

VXUS32.6%0.0%—29.9%

VT81.7%1.5%29.9%—

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

Income After Fees on $10,000

$238most kept, SAGP

SAGP$303 − $65 = $238

VXUS$239 − $5 = $234

VT$155 − $6 = $149

ACWI$144 − $32 = $112

KeptFee

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