SAGP vs VT

ASAGP

BVT

Measures won3–2SAGP wins · of 6 · 5Y

$10,000 · 5Y$16,384VT

Lowest cost0.06%VT · $6 on $10k

Most income2.97%SAGP · $297 on $10k

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

Held in common1.5%SAGP and VT

SAGP

Strategas Global Policy Opportunities ETF · $79MVanguard Total World Stock ETF · $81.8B

+21.5%3 years · per year$17,921 · $18,538+22.8%

[…]5 years · per year[…] · $16,384+10.4%

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

2.97%12-mo yield$297 · $153 on $10k1.53%

−8.9%Worst dropSmaller wins−9.7%

13.4%VolatilityLower wins14.1%

3–2SAGP wins

$10,000 · 5 yearsOne scale

Shared top holdingsSAGP · VT

1.2%PLTR0.4%

1.4%GILD0.2%

1.2%VRTX0.1%

1.4%MO0.1%

Held in common1.5%

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	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
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	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
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 VT

SAGP

Strategas Global Policy Opportunities

[…]

Vanguard Total World Stock

$16,384

MeasureSAGPVT

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield2.97%1.53%

5 years, per year[…]+10.4%

3 years, per year+21.5%+22.8%

Worst drop · 1Y−8.9%−9.7%

Volatility · 1Y13.4%14.1%

3–2measures won
SAGP first

1.5%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SAGP, VT

Today

1.5%most shared, SAGP and VT

SAGPVT

SAGP—1.5%

VT1.5%—

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

Income After Fees on $10,000

$232most kept, SAGP

SAGP$297 − $65 = $232

VT$153 − $6 = $147

KeptFee

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