Compare · 4 funds side by side · dividends reinvested

IQLT, SAMM, VUG and VO

IQLTiShares×SAMMStrategas×VUGVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

IQLT, SAMM, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.6

iShares MSCI Intl Quality Factor ETFUS Stock Styles · Factor0.30%2.35%+13.5%+18.1%+17.4%+7.7%−10.4%15.7%$13.8B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

Strategas Macro Momentum ETFUS Stock Styles · Factor1.07%1.01%+2.5%+5.5%[…][…]−17.9%22.3%$40M3.7

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IQLT 2015 · SAMM 2024 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Intl Quality Factor ETF · $13.8B$14,457

IQLT

SAMM

Strategas Macro Momentum ETF · $40M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IQLTMeasureSAMM

+13.5%Year to dateJan 1 → Nov 9+2.5%

+18.1%1 yearTotal return+5.5%

+17.4%3 years · per year$10,000 became $16,183 · […][…]

+7.7%5 years · per year$10,000 became $14,457 · […][…]

0.30%Expense ratio$30 · $107 a year on $10k · lower is better1.07%

2.35%Trailing 12-mo yield$235 · $101 a year on $10k1.01%

−10.4%Worst dropSmaller is better−17.9%

15.7%VolatilityLower is calmer22.3%

IQLTSAMM Winner of the row, in its colourEach row: the bigger of the two fills its side

6–0IQLT wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IQLT vs SAMM: Top 5 Holdings

Today

IQLT

13.9%in top 5

SAMM

in top 516.0%

IQLTStockSAMM

4.8%ASML.ASnot top 5

not top 5MRNA3.3%

not top 5CRL3.3%

not top 5CRWD3.2%

not top 5CNC3.2%

not top 5SN3.0%

2.8%ALV.DEnot top 5

2.5%ROP.SWnot top 5

1.9%NESN.SWnot top 5

1.9%NOVN.SWnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

IQLT vs SAMM Returns, Every Period

iSharesIQLT

+18.1%

past year

SAMMStrategas

+5.5%

past year

IQLTSAMMFaded: behind in that period

2–0IQLT wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IQLT vs VO

YTD

iSharesIQLT

+13.5%

VOVanguard

+13.6%

+13.5%Year to date+13.6%

−10.4%Worst drop · 1Y−8.2%

15.7%Volatility · 1Y13.1%

2.4%Yield1.4%

$13.8BAssets$103B

3–1VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IQLT, SAMM, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

IQLT0.30%$30

SAMM1.07%$107

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IQLT, SAMM, VUG, VO

2.35%highest, IQLT

FundTrailing yieldYield$10k

IQLT2.35%$235

VO1.35%$135

SAMM1.01%$101

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$205most kept, IQLT

IQLT$235 − $30 = $205

VO$135 − $3 = $132

VUG$41 − $3 = $38

SAMM$101 − $107 = −$6

KeptFee

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

Overlap: IQLT, SAMM, VUG, VO

Today

10.2%most shared, VUG and VO

IQLTSAMMVUGVO

IQLT—0.0%0.0%0.0%

SAMM0.0%—3.1%8.1%

VUG0.0%3.1%—10.2%

VO0.0%8.1%10.2%—

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

Return vs Bumpiness: 4 ETFs

+18.1%IQLT, at 15.7% volatility

VOWorst drop−8.2%13.1% vol

IQLTWorst drop−10.4%15.7% vol

VUGWorst drop−15.1%19.1% vol

SAMMWorst drop−17.9%22.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IQLTVO

+13.5%Year to date+13.6%

2.4%Yield1.4%

+18.1%Past year+15.6%

0.30%Fee0.03%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

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