SAGP vs VOO
Strategas Global Policy Opportunities ETF vs Vanguard S&P 500 ETF
Which is better, SAGP or VOO?
Mid Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. SAGP is less concentrated, with 22.1% of the fund in its ten largest positions against 36.4%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SAGP | VOO |
|---|---|---|
| Expense Ratio | 0.65% | 0.03%Best |
| AUM | $80M | $997.4B |
| Dividend Yield | 3.11% | 1.04% |
| Holdings | 106 | 509 |
| YTD Return | +5.29% | +11.55%Best |
| 1Y Return | +9.44% | +17.54%Best |
| 3Y Return (annualized) | +14.93% | +20.71%Best |
| 5Y Return (annualized) | - | +12.80% |
| Volatility (annualized) | 14.5%Best | 15.6% |
| Max Drawdown | -22.9% | -22.1%Best |
| $10,000 over 4.6 years | $15,111 | $18,530Best |
| Top 10 Weight | 22.1%Best | 36.4% |
| Fund Family | Strategas Asset Management, LLC | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Blend |
| Inception | Jan 25, 2022 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Jan 25, 2022 to Sep 10, 2026 (4.6 years).
SAGP vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.6 years both funds cover.
SAGP vs VOO Performance
Strategas Global Policy Opportunities ETF (SAGP) is an ETF from Strategas Asset Management, LLC and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SAGP returned +9.44% while VOO returned +17.54%. Year to date, SAGP is up 5.29% versus a gain of 11.55% for VOO.
Over three years, SAGP compounded at +14.93% per year against +20.71% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 15.6% compared with 14.5% for SAGP. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -22.9% for SAGP and -22.1% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SAGP charges 0.65% per year while VOO charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, SAGP currently yields 3.11% against 1.04% for VOO.
Holdings Overlap
51.0% of SAGP's money is in holdings VOO also owns. 2.1% of VOO's money is in holdings SAGP also owns.
The two portfolios partly overlap.
The two holdings books were reported 50 days apart, SAGP as of Aug 19, 2026 and VOO as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
27 positions in common, counted across the 101 positions we hold weights for in SAGP and 505 in VOO, against full books of 106 and 509.
What only one of them owns
Our book lists 470 positions for VOO that do not appear in our book for SAGP (97.4% of the fund), and 50 for SAGP that do not appear in VOO (10.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in SAGP | Weight in VOO | Difference |
|---|---|---|---|
| PLTRPalantir Technologies Inc | 2.35% | 0.42% | 1.93% |
| AXONAxon Enterprise Inc | 2.52% | 0.07% | 2.45% |
| GILDGilead Sciences Inc | 2.12% | 0.24% | 1.88% |
| SWKStanley Black & Decker Inc. | 2.25% | 0.02% | 2.23% |
| LHLabcorp Holdings Inc | 2.15% | 0.04% | 2.11% |
| INCYIncyte Corp. | 2.13% | 0.03% | 2.10% |
| GDGeneral Dynamics Corp. | 2.01% | 0.14% | 1.87% |
| DXCMDexcom Inc. | 2.10% | 0.04% | 2.06% |
| LDOSLeidos Holdings, Inc | 2.10% | 0.02% | 2.08% |
| LMTLockheed Martin Corp | 1.96% | 0.16% | 1.80% |
51.0% of SAGP is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SAGP or VOO?
SAGP has an expense ratio of 0.65% while VOO charges 0.03%. VOO is the cheaper option, by $62 a year on a $10,000 investment.
Which performed better, SAGP or VOO?
Over the past year SAGP returned +9.44% vs +17.54% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SAGP or VOO?
VOO has been the more volatile fund at 15.6% annualized versus 14.5% for SAGP. Worst drawdown: SAGP -22.9% vs VOO -22.1%.
Should I hold both SAGP and VOO?
SAGP and VOO have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SAGP and VOO?
51.0% of SAGP's money is in holdings VOO also owns. 2.1% of VOO's is in holdings SAGP also owns. They hold 27 positions in common, counted across the 101 positions we hold weights for in SAGP and 505 in VOO.
Which pays a higher dividend, SAGP or VOO?
SAGP yields 3.11% while VOO yields 1.04%, so SAGP currently pays the higher dividend yield.
Is VOO better than SAGP?
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. SAGP is less concentrated, with 22.1% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.