SAGP vs IVV

ASAGP

BIVV

Measures won1–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV

Lowest cost0.03%IVV · $3 on $10k

Most income3.05%SAGP · $305 on $10k

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

Held in common2.5%SAGP and IVV

SAGP

IVV

Strategas Global Policy Opportunities ETF · $79MiShares Core S&P 500 ETF · $887B

+20.2%3 years · per year$17,353 · $18,221+22.1%

[…]5 years · per year[…] · $17,151+11.4%

0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%

3.05%12-mo yield$305 · $114 on $10k1.14%

−8.9%Worst dropSmaller wins−8.9%

13.6%VolatilityLower wins13.6%

1–2IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSAGP · IVV

1.2%PLTR0.6%

1.4%GILD0.3%

1.2%VRTX0.2%

1.4%MO0.2%

Held in common2.5%

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	ASAGP	Strategas Global Policy Opportunities ETFRead Desk		0.65%	3.05%	−2.7%	+9.4%	+12.4%	+20.2%	new	−8.9%	$79M

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	ASAGP	Strategas Global Policy Opportunities ETFRead Desk		0.65%	3.05%	−2.7%	+9.4%	+12.4%	+20.2%	new	−8.9%	$79M

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

Cards for this view

SAGP vs IVV

SAGP

Strategas Global Policy Opportunities

[…]

IVV

iShares Core S&P 500

$17,151

MeasureSAGPIVV

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield3.05%1.14%

5 years, per year[…]+11.4%

3 years, per year+20.2%+22.1%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y13.6%13.6%

2–1measures won
IVV first

2.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: SAGP, IVV

Today

2.5%most shared, SAGP and IVV

SAGPIVV

SAGP—2.5%

IVV2.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$240most kept, SAGP

SAGP$305 − $65 = $240

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee