Compare · 2 funds side by side · dividends reinvested

SAMM and IJH

SAMMStrategas×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,830IJH · best of the two

02 / 04

SAMM and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.0

Strategas Macro Momentum ETFUS Stock Styles · Factor1.07%1.04%−0.5%+1.5%[…][…]−17.9%22.2%$40M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SAMM 2024 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Strategas Macro Momentum ETF · $40M[…]

SAMM

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 3.2% in common

SAMMMeasureIJH

−0.5%Year to dateJan 1 → Nov 6+9.5%

+1.5%1 yearTotal return+12.9%

[…]3 years · per year$10,000 became […] · $15,806+16.5%

[…]5 years · per year$10,000 became […] · $13,830+6.7%

1.07%Expense ratio$107 · $5 a year on $10k · lower is better0.05%

1.04%Trailing 12-mo yield$104 · $125 a year on $10k1.25%

−17.9%Worst dropSmaller is better−8.8%

22.2%VolatilityLower is calmer15.5%

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

0–6IJH wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SAMM vs IJH: Top 5 Holdings

Today

SAMM

15.7%in top 5

IJH

in top 53.5%

SAMMStockIJH

3.4%CNCnot top 5

3.2%CRWDnot top 5

3.1%MRNAnot top 5

3.0%CRLnot top 5

2.9%RPRXnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

Held in common3.2%

End-of-day Nov 6, 2026 · share of each fund

SAMM vs IJH Returns, Every Period

StrategasSAMM

+1.5%

past year

IJHiShares

+12.9%

past year

SAMMIJHFaded: behind in that period

0–2IJH wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SAMM vs IJH

YTD

StrategasSAMM

−0.5%

IJHiShares

+9.5%

−0.5%Year to date+9.5%

−17.9%Worst drop · 1Y−8.8%

22.2%Volatility · 1Y15.5%

1.0%Yield1.3%

$40.5MAssets$121B

4–0IJH wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SAMM, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SAMM1.07%$107

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SAMM, IJH

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

SAMM1.04%$104

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

SAMM$104 − $107 = −$3

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SAMM, IJH

Today

3.2%most shared, SAMM and IJH

SAMMIJH

SAMM—3.2%

IJH3.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.9%IJH, at 15.5% volatility

IJHWorst drop−8.8%15.5% vol

SAMMWorst drop−17.9%22.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHSAMM

+9.5%Year to date−0.5%

1.3%Yield1.0%

+12.9%Past year+1.5%

0.05%Fee1.07%

4–0IJH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026