SAGP vs URTH

ASAGP

BURTH

Measures won3–2SAGP wins · of 6 · 5Y

$10,000 · 5Y$16,487URTH · VXUS $14,758

Lowest cost0.05%VXUS · $5 on $10k

Most income3.03%SAGP · $303 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 · $77MiShares MSCI World ETF · $9.9B

+19.6%3 years · per year$17,112 · $17,755+21.1%

[…]5 years · per year[…] · $16,487+10.5%

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

3.03%12-mo yield$303 · $139 on $10k1.39%

−8.9%Worst dropSmaller wins−9.1%

13.8%VolatilityLower wins13.9%

3–2SAGP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSAGP · URTH

1.1%PLTR0.4%

1.4%GILD0.2%

1.3%VRTX0.2%

1.4%MO0.1%

Held in common1.8%

End-of-day Nov 9, 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	BURTH	iShares MSCI World ETFRead Desk	0.24%	1.39%	+2.6%	+11.0%	+14.1%	+21.1%	+10.5%	−9.1%	$9.9B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
3	ASAGP	Strategas Global Policy Opportunities ETFRead Desk	0.65%	3.03%	+2.2%	+10.1%	+14.6%	+19.6%	new	−8.9%	$77M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BURTH	iShares MSCI World ETFRead Desk	0.24%	1.39%	+2.6%	+11.0%	+14.1%	+21.1%	+10.5%	−9.1%	$9.9B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
3	ASAGP	Strategas Global Policy Opportunities ETFRead Desk	0.65%	3.03%	+2.2%	+10.1%	+14.6%	+19.6%	new	−8.9%	$77M

End-of-day Nov 9, 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

$16,487

MeasureSAGPURTH

Fee0.65%0.24%

Cost on $10k a year$65$24

Yield3.03%1.39%

5 years, per year[…]+10.5%

3 years, per year+19.6%+21.1%

Worst drop · 1Y−8.9%−9.1%

Volatility · 1Y13.8%13.9%

3–2measures won
SAGP first

1.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$58.0B

2–0IXUS wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SAGP, URTH, VXUS

Today

26.2%most shared, URTH and VXUS

SAGPURTHVXUS

SAGP—1.8%0.0%

URTH1.8%—26.2%

VXUS0.0%26.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$238most kept, SAGP

SAGP$303 − $65 = $238

VXUS$239 − $5 = $234

URTH$139 − $24 = $115

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee