Compare · 2 funds side by side · dividends reinvested

SAMM and IJR

SAMMStrategas×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,170IJR · best of the two

02 / 04

SAMM and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.0

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 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Strategas Macro Momentum ETF · $40M[…]

SAMM

IJR

iShares Core S&P Small-Cap ETF · $104B$13,170

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

SAMMMeasureIJR

−0.5%Year to dateJan 1 → Nov 6+15.5%

+1.5%1 yearTotal return+17.6%

[…]3 years · per year$10,000 became […] · $16,147+17.3%

[…]5 years · per year$10,000 became […] · $13,170+5.7%

1.07%Expense ratio$107 · $6 a year on $10k · lower is better0.06%

1.04%Trailing 12-mo yield$104 · $124 a year on $10k1.24%

−17.9%Worst dropSmaller is better−9.7%

22.2%VolatilityLower is calmer16.2%

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

0–6IJR 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 IJR: Top 5 Holdings

Today

SAMM

15.7%in top 5

IJR

in top 52.6%

SAMMStockIJR

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 5PAYC0.6%

not top 5LTH0.5%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PTGX0.5%

Held in common0.9%

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

SAMM vs IJR Returns, Every Period

StrategasSAMM

+1.5%

past year

IJRiShares

+17.6%

past year

SAMMIJRFaded: behind in that period

0–2IJR wins

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

SAMM vs IJR

YTD

StrategasSAMM

−0.5%

IJRiShares

+15.5%

−0.5%Year to date+15.5%

−17.9%Worst drop · 1Y−9.7%

22.2%Volatility · 1Y16.2%

1.0%Yield1.2%

$40.5MAssets$104B

4–0IJR wins

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

Cost, Income and Risk

Fees: SAMM, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

SAMM1.07%$107

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

Yields: SAMM, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

SAMM1.04%$104

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

SAMM$104 − $107 = −$3

KeptFee

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

Overlap: SAMM, IJR

Today

0.9%most shared, SAMM and IJR

SAMMIJR

SAMM—0.9%

IJR0.9%—

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

Return vs Bumpiness: 2 ETFs

+17.6%IJR, at 16.2% volatility

IJRWorst drop−9.7%16.2% 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

IJRSAMM

+15.5%Year to date−0.5%

1.2%Yield1.0%

+17.6%Past year+1.5%

0.06%Fee1.07%

4–0IJR 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