VT vs SAGP

AVT

BSAGP

Measures won2–3SAGP wins · of 6 · 5Y

$10,000 · 5Y$16,384VT · VEA $15,893

Lowest cost0.03%VEA · $3 on $10k

Most income2.97%SAGP · $297 on $10k

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

Held in common1.5%VT and SAGP

SAGP

Vanguard Total World Stock ETF · $81.8BStrategas Global Policy Opportunities ETF · $79M

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

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

0.06%Expense ratio$6 · $65 on $10k · lower wins0.65%

1.53%12-mo yield$153 · $297 on $10k2.97%

−9.7%Worst dropSmaller wins−8.9%

14.1%VolatilityLower wins13.4%

2–3SAGP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVT · SAGP

0.4%PLTR1.2%

0.2%GILD1.4%

0.1%VRTX1.2%

0.1%MO1.4%

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

All Three

5Y3 funds

#
1	AVT	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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
3	BSAGP	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

All Three

5Y3 funds

#
1	AVT	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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
3	BSAGP	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

VT vs SAGP

Vanguard Total World Stock

$16,384

SAGP

Strategas Global Policy Opportunities

[…]

MeasureVTSAGP

Fee0.06%0.65%

Cost on $10k a year$6$65

Yield1.53%2.97%

5 years, per year+10.4%[…]

3 years, per year+22.8%+21.5%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y14.1%13.4%

3–2measures won
SAGP first

1.5%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+14.4%

IEFAiShares

+11.9%

+14.4%Year to date+11.9%

2.4%Yield3.3%

$232BAssets$193B

1–1level

End-of-day Nov 4, 2026

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

Overlap: VT, SAGP, VEA

Today

23.3%most shared, VT and VEA

VTSAGPVEA

VT—1.5%23.3%

SAGP1.5%—0.0%

VEA23.3%0.0%—

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

Income After Fees on $10,000

$238most kept, VEA

VEA$241 − $3 = $238

SAGP$297 − $65 = $232

VT$153 − $6 = $147

KeptFee

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