SAGP vs ACWI

ASAGP

BACWI

Measures won3–2SAGP wins · of 6 · 5Y

$10,000 · 5Y$16,513ACWI · VXUS $15,003

Lowest cost0.05%VXUS · $5 on $10k

Most income2.97%SAGP · $297 on $10k

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

Held in common1.6%SAGP and ACWI

SAGP

ACWI

Strategas Global Policy Opportunities ETF · $79MiShares MSCI ACWI ETF · $32.8B

+21.5%3 years · per year$17,921 · $18,581+22.9%

[…]5 years · per year[…] · $16,513+10.6%

0.65%Expense ratio$65 · $32 on $10k · lower wins0.32%

2.97%12-mo yield$297 · $142 on $10k1.42%

−8.9%Worst dropSmaller wins−9.7%

13.4%VolatilityLower wins14.2%

3–2SAGP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSAGP · ACWI

1.2%PLTR0.4%

1.4%GILD0.2%

1.2%VRTX0.1%

1.6%LMT0.1%

Held in common1.6%

End-of-day Nov 4, 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	BACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.42%	+1.7%	+12.7%	+13.5%	+22.9%	+10.6%	−9.7%	$32.8B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.37%	+2.0%	+12.0%	+15.0%	+21.0%	+8.5%	−11.3%	$163.2B
3	ASAGP	Strategas Global Policy Opportunities ETFRead Desk	0.65%	2.97%	+2.2%	+12.4%	+14.1%	+21.5%	new	−8.9%	$79M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.42%	+1.7%	+12.7%	+13.5%	+22.9%	+10.6%	−9.7%	$32.8B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.37%	+2.0%	+12.0%	+15.0%	+21.0%	+8.5%	−11.3%	$163.2B
3	ASAGP	Strategas Global Policy Opportunities ETFRead Desk	0.65%	2.97%	+2.2%	+12.4%	+14.1%	+21.5%	new	−8.9%	$79M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SAGP vs ACWI

SAGP

Strategas Global Policy Opportunities

[…]

ACWI

iShares MSCI ACWI

$16,513

MeasureSAGPACWI

Fee0.65%0.32%

Cost on $10k a year$65$32

Yield2.97%1.42%

5 years, per year[…]+10.6%

3 years, per year+21.5%+22.9%

Worst drop · 1Y−8.9%−9.7%

Volatility · 1Y13.4%14.2%

3–2measures won
SAGP first

1.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+12.0%

IXUSiShares

+12.4%

+12.0%Year to date+12.4%

2.4%Yield3.0%

$163BAssets$58.4B

2–0IXUS wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SAGP, ACWI, VXUS

Today

32.5%most shared, ACWI and VXUS

SAGPACWIVXUS

SAGP—1.6%0.0%

ACWI1.6%—32.5%

VXUS0.0%32.5%—

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

Income After Fees on $10,000

$232most kept, VXUS

VXUS$237 − $5 = $232

SAGP$297 − $65 = $232

ACWI$142 − $32 = $110

KeptFee

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