SAGP vs SCHD

ASAGP

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SAGP · $297 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common4.0%SAGP and SCHD

SAGP

SCHD

Strategas Global Policy Opportunities ETF · $79MSchwab U.S. Dividend Equity ETF · $121B

+21.5%3 years · per year$17,921 · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%

2.97%12-mo yield$297 · $291 on $10k2.91%

−8.9%Worst dropSmaller wins−6.9%

13.4%VolatilityLower wins11.5%

2–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSAGP · SCHD

1.6%LMT3.1%

1.4%MO3.0%

1.3%KMB0.8%

0.2%BAH0.2%

Held in common4.0%

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	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 SCHD

SAGP

Strategas Global Policy Opportunities

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSAGPSCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield2.97%2.91%

5 years, per year[…]+11.0%

3 years, per year+21.5%+21.4%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y13.4%11.5%

3–2measures won
SCHD first

4.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SAGP, SCHD

Today

4.0%most shared, SAGP and SCHD

SAGPSCHD

SAGP—4.0%

SCHD4.0%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

SAGP$297 − $65 = $232

KeptFee

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