Compare · 4 funds side by side · dividends reinvested

SAMM, IVV, VUG and VOO

SAMMStrategas×IVViShares×VUGVanguard×VOOVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,416VOO · best of the four

Story of the four · IncomeMost incomeIVV · 1.11% · $111 a year on $10k

Story of the four · RiskSmallest drop

SAMM, IVV, VUG and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.08%+10.9%+13.1%+21.5%+11.7%−8.9%13.7%$1.00T1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.8

Strategas Macro Momentum ETFUS Stock Styles · Factor1.07%1.01%+2.1%+5.3%[…][…]−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 10, 2026 · returns include dividends · since: SAMM 2024 · IVV 2000 · VUG 2004 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Strategas Macro Momentum ETF · $40M[…]

SAMM

More Ways to See the Pairs

SAMM vs IVV: Top 5 Holdings

Today

SAMM

16.1%in top 5

IVV

in top 527.3%

SAMMStockIVV

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

3.4%MRNAnot top 5

Cost, Income and Risk

Fees: SAMM, IVV, VUG, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

VOO0.03%$3

SAMM1.07%$107

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

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

IVV

iShares Core S&P 500 ETF · $875B$17,414

$10,000 five years ago, dividends reinvested · they hold 4.6% in common

SAMMMeasureIVV

+2.1%Year to dateJan 1 → Nov 10+10.9%

+5.3%1 yearTotal return+13.0%

[…]3 years · per year$10,000 became […] · $17,934+21.5%

[…]5 years · per year$10,000 became […] · $17,414+11.7%

1.07%Expense ratio$107 · $3 a year on $10k · lower is better0.03%

1.01%Trailing 12-mo yield$101 · $111 a year on $10k1.11%

−17.9%Worst dropSmaller is better−8.9%

22.3%VolatilityLower is calmer13.8%

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

0–6IVV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.4%CRLnot top 5

3.3%CRWDnot top 5

3.1%CNCnot top 5

3.0%SNnot top 5

not top 5GOOGL2.6%

Held in common4.6%

End-of-day Nov 10, 2026 · share of each fund

SAMM vs IVV Returns, Every Period

1Y

StrategasSAMM

+5.3%

past year

IVViShares

+13.0%

past year

SAMMIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SAMM vs IVV

YTD

StrategasSAMM

+2.1%

IVViShares

+10.9%

+2.1%Year to date+10.9%

−17.9%Worst drop · 1Y−8.9%

22.3%Volatility · 1Y13.8%

1.0%Yield1.1%

$40.1MAssets$875B

4–0IVV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: SAMM, IVV, VUG, VOO

1Y

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

VOO1.08%$108

SAMM1.01%$101

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

VOO$108 − $3 = $105

VUG$41 − $3 = $38

SAMM$101 − $107 = −$6

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SAMM, IVV, VUG, VOO

Today

93.0%most shared, IVV and VOO

SAMMIVVVUGVOO

SAMM—4.6%3.1%5.5%

IVV4.6%—55.3%93.0%

VUG3.1%55.3%—58.2%

VOO5.5%93.0%58.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+13.1%VOO, at 13.7% volatility

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.1% vol

SAMMWorst drop−17.9%22.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IVVVOO

+10.9%Year to date+10.9%

1.1%Yield1.1%

+13.0%Past year+13.1%

0.03%Fee0.03%

1–0VOO wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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SAMM, IVV, VUG and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four