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$15,441IWF · best of the two

02 / 04

SAMM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B1.4

Strategas Macro Momentum ETFUS Stock Styles · Factor1.07%1.04%−0.5%+1.5%[…][…]−17.9%22.2%$43M1.5

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

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

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $113B$15,441

IWF

SAMM

Strategas Macro Momentum ETF · $43M[…]

$10,000 five years ago, dividends reinvested · they hold 5.3% in common

IWFMeasureSAMM

−5.3%Year to dateJan 1 → Nov 6−0.5%

−6.5%1 yearTotal return+1.5%

+19.4%3 years · per year$10,000 became $17,022 · […][…]

+9.1%5 years · per year$10,000 became $15,442 · […][…]

0.18%Expense ratio$18 · $107 a year on $10k · lower is better1.07%

0.39%Trailing 12-mo yield$39 · $104 a year on $10k1.04%

−14.6%Worst dropSmaller is better−17.9%

19.4%VolatilityLower is calmer22.2%

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

3–3Level

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

More Ways to See the Pairs

IWF vs SAMM: Top 5 Holdings

Today

IWF

39.8%in top 5

SAMM

in top 515.7%

IWFStockSAMM

14.1%NVDAnot top 5

9.0%AAPLnot top 5

6.6%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5CNC3.4%

not top 5CRWD3.2%

not top 5MRNA3.1%

not top 5CRL3.0%

not top 5RPRX2.9%

Held in common5.3%

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

IWF vs SAMM Returns, Every Period

iSharesIWF

−6.5%

past year

SAMMStrategas

+1.5%

past year

IWFSAMMFaded: behind in that period

0–2SAMM wins

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

IWF vs SAMM

YTD

iSharesIWF

−5.3%

SAMMStrategas

−0.5%

−5.3%Year to date−0.5%

−14.6%Worst drop · 1Y−17.9%

19.4%Volatility · 1Y22.2%

0.4%Yield1.0%

$113BAssets$43.0M

2–2level

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

Yields: SAMM, IWF

1.04%highest, SAMM

FundTrailing yieldYield$10k

SAMM1.04%$104

IWF0.39%$39

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

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

SAMM$104 − $107 = −$3

KeptFee

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

Overlap: SAMM, IWF

Today

5.3%most shared, SAMM and IWF

SAMMIWF

SAMM—5.3%

IWF5.3%—

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

Return vs Bumpiness: 2 ETFs

+1.5%SAMM, at 22.2% volatility

IWFWorst drop−14.6%19.4% 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

SAMMIWF

−0.5%Year to date−5.3%

1.0%Yield0.4%

+1.5%Past year−6.5%

1.07%Fee0.18%

3–1SAMM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026