Compare · 2 funds side by side · dividends reinvested

SAMM and IVV

SAMMStrategas×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

SAMM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.0

Strategas Macro Momentum ETFUS Stock Styles · Factor1.07%1.03%+0.3%+2.9%[…][…]−17.3%22.2%$43M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: SAMM 2024 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Strategas Macro Momentum ETF · $43M[…]

SAMM

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 4.7% in common

SAMMMeasureIVV

+0.3%Year to dateJan 1 → Nov 5+8.4%

+2.9%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

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

1.03%Trailing 12-mo yield$103 · $114 a year on $10k1.14%

−17.3%Worst dropSmaller is better−8.9%

22.2%VolatilityLower is calmer13.6%

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

0–6IVV wins

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

More Ways to See the Pairs

SAMM vs IVV: Top 5 Holdings

Today

SAMM

15.5%in top 5

IVV

in top 527.7%

SAMMStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

3.3%CRWDnot top 5

3.3%CNCnot top 5

3.1%MRNAnot top 5

3.0%CRLnot top 5

2.8%DINOnot top 5

not top 5GOOGL2.6%

Held in common4.7%

End-of-day Nov 5, 2026 · share of each fund

SAMM vs IVV Returns, Every Period

StrategasSAMM

+2.9%

past year

IVViShares

+9.7%

past year

SAMMIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SAMM vs IVV

YTD

StrategasSAMM

+0.3%

IVViShares

+8.4%

+0.3%Year to date+8.4%

−17.3%Worst drop · 1Y−8.9%

22.2%Volatility · 1Y13.6%

1.0%Yield1.1%

$42.9MAssets$887B

4–0IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SAMM, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SAMM1.07%$107

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SAMM, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SAMM1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SAMM$103 − $107 = −$4

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SAMM, IVV

Today

4.7%most shared, SAMM and IVV

SAMMIVV

SAMM—4.7%

IVV4.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

SAMMWorst drop−17.3%22.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSAMM

+8.4%Year to date+0.3%

1.1%Yield1.0%

+9.7%Past year+2.9%

0.03%Fee1.07%

4–0IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026