VT vs SAGP

AVT

BSAGP

Measures won2–3SAGP wins · of 6 · 5Y

$10,000 · 5Y$16,384VT · VXUS $15,003

Lowest cost0.05%VXUS · $5 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	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.37%	+2.0%	+12.0%	+15.0%	+21.0%	+8.5%	−11.3%	$163.2B
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	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.37%	+2.0%	+12.0%	+15.0%	+21.0%	+8.5%	−11.3%	$163.2B
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

VXUS vs IXUS

YTD

VanguardVXUS

+12.0%

IXUSiShares

+12.4%

+12.0%Year to date+12.4%

2.4%Yield3.0%

$163BAssets$58.4B

2–0IXUS wins

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, VXUS

Today

29.9%most shared, VT and VXUS

VTSAGPVXUS

VT—1.5%29.9%

SAGP1.5%—0.0%

VXUS29.9%0.0%—

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

Income After Fees on $10,000

$232most kept, VXUS

VXUS$237 − $5 = $232

SAGP$297 − $65 = $232

VT$153 − $6 = $147

KeptFee

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