Compare · 2 funds side by side · dividends reinvested

SAMM and IWF

SAMMStrategas×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,559IWF · best of the two

02 / 04

SAMM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Strategas Macro Momentum ETFUS Stock Styles · Factor1.07%0.97%+6.9%+7.2%[…][…]−13.0%21.3%$43M1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: SAMM 2024 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Strategas Macro Momentum ETF · $43M[…]

SAMM

IWF

iShares Russell 1000 Growth ETF · $121B$16,559

$10,000 five years ago, dividends reinvested · they hold 5.9% in common

SAMMMeasureIWF

+6.9%Year to dateJan 1 → Nov 4−0.1%

+7.2%1 yearTotal return−3.0%

[…]3 years · per year$10,000 became […] · $18,310+22.3%

[…]5 years · per year$10,000 became […] · $16,559+10.6%

1.07%Expense ratio$107 · $18 a year on $10k · lower is better0.18%

0.97%Trailing 12-mo yield$97 · $37 a year on $10k0.37%

−13.0%Worst dropSmaller is better−15.6%

21.3%VolatilityLower is calmer18.3%

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

4–2SAMM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SAMM vs IWF: Top 5 Holdings

Today

SAMM

15.4%in top 5

IWF

in top 539.3%

SAMMStockIWF

not top 5NVDA15.1%

not top 5AAPL8.1%

not top 5MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

3.3%CRWDnot top 5

3.2%CRLnot top 5

3.0%DINOnot top 5

3.0%MPCnot top 5

2.9%CNCnot top 5

Held in common5.9%

End-of-day Nov 4, 2026 · share of each fund

SAMM vs IWF Returns, Every Period

StrategasSAMM

+7.2%

past year

IWFiShares

−3.0%

past year

SAMMIWFFaded: behind in that period

2–0SAMM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SAMM vs IWF

YTD

StrategasSAMM

+6.9%

IWFiShares

−0.1%

+6.9%Year to date−0.1%

−13.0%Worst drop · 1Y−15.6%

21.3%Volatility · 1Y18.3%

1.0%Yield0.4%

$42.9MAssets$121B

3–1SAMM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SAMM, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SAMM1.07%$107

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SAMM, IWF

0.97%highest, SAMM

FundTrailing yieldYield$10k

SAMM0.97%$97

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

SAMM$97 − $107 = −$10

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SAMM, IWF

Today

5.9%most shared, SAMM and IWF

SAMMIWF

SAMM—5.9%

IWF5.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+7.2%SAMM, at 21.3% volatility

IWFWorst drop−15.6%18.3% vol

SAMMWorst drop−13.0%21.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SAMMIWF

+6.9%Year to date−0.1%

1.0%Yield0.4%

+7.2%Past year−3.0%

1.07%Fee0.18%

3–1SAMM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026