SAGP vs IVV

ASAGP

BIVV

Measures won1–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · VTI $16,678

Lowest cost0.03%IVV · $3 on $10k

Most income3.02%SAGP · $302 on $10k

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

Held in common2.5%SAGP and IVV

Strategas Global Policy Opportunities ETF · $79MiShares Core S&P 500 ETF · $883B

+19.2%3 years · per year$16,952 · $18,122+21.9%

[…]5 years · per year[…] · $17,530+11.9%

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

3.02%12-mo yield$302 · $110 on $10k

Cards for this view

SAGP

Strategas Global Policy Opportunities

[…]

IVV

iShares Core S&P 500

$17,530

MeasureSAGPIVV

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield3.02%1.10%

5 years, per year[…]+11.9%

3 years, per year+19.2%+21.9%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y13.7%13.7%

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.3%	+12.6%	+13.0%	+21.7%	+10.8%	−8.9%	$689.2B
3	ASAGP	Strategas Global Policy Opportunities ETFRead Desk	0.65%	3.02%	+0.5%	+10.3%	+13.3%	+19.2%	new	−8.9%	$79M

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.3%	+12.6%	+13.0%	+21.7%	+10.8%	−8.9%	$689.2B
3	ASAGP	Strategas Global Policy Opportunities ETFRead Desk	0.65%	3.02%	+0.5%	+10.3%	+13.3%	+19.2%	new	−8.9%	$79M

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