SAGP vs URTH

ASAGP

BURTH

Measures won3–2SAGP wins · of 6 · 5Y

$10,000 · 5Y$16,136URTH

Lowest cost0.24%URTH · $24 on $10k

Most income3.05%SAGP · $305 on $10k

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

Held in common1.8%SAGP and URTH

SAGP

URTH

Strategas Global Policy Opportunities ETF · $79MiShares MSCI World ETF · $9.4B

+20.2%3 years · per year$17,353 · $17,838+21.3%

[…]5 years · per year[…] · $16,136+10.0%

0.65%Expense ratio$65 · $24 on $10k · lower wins0.24%

3.05%12-mo yield$305 · $142 on $10k1.42%

−8.9%Worst dropSmaller wins−9.1%

13.6%VolatilityLower wins13.7%

3–2SAGP wins

$10,000 · 5 yearsOne scale

Shared top holdingsSAGP · URTH

1.2%PLTR0.4%

1.4%GILD0.2%

1.2%VRTX0.2%

1.4%MO0.1%

Held in common1.8%

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	BURTH	iShares MSCI World ETFRead Desk		0.24%	1.42%	−4.0%	+8.2%	+10.7%	+21.3%	+10.0%	−9.1%	$9.4B
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	BURTH	iShares MSCI World ETFRead Desk		0.24%	1.42%	−4.0%	+8.2%	+10.7%	+21.3%	+10.0%	−9.1%	$9.4B
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 URTH

SAGP

Strategas Global Policy Opportunities

[…]

URTH

iShares MSCI World

$16,136

MeasureSAGPURTH

Fee0.65%0.24%

Cost on $10k a year$65$24

Yield3.05%1.42%

5 years, per year[…]+10.0%

3 years, per year+20.2%+21.3%

Worst drop · 1Y−8.9%−9.1%

Volatility · 1Y13.6%13.7%

3–2measures won
SAGP first

1.8%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

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

Overlap: SAGP, URTH

Today

1.8%most shared, SAGP and URTH

SAGPURTH

SAGP—1.8%

URTH1.8%—

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

URTH$142 − $24 = $118

KeptFee

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