Compare · 2 funds side by side · dividends reinvested

SAMM and JQUA

SAMMStrategas×JQUAJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,593JQUA · best of the two

02 / 04

SAMM and JQUA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan U.S. Quality Factor ETFUS Stock Styles · Factor0.12%1.05%+20.2%+21.5%+23.5%+13.2%−7.1%12.0%$9.5B1.0

Strategas Macro Momentum ETFUS Stock Styles · Factor1.07%0.95%+8.1%+8.6%[…][…]−13.0%21.3%$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 3, 2026 · returns include dividends · since: SAMM 2024 · JQUA 2017

Head to Head

Swap sides Versus in desk

Head to Head

Strategas Macro Momentum ETF · $43M[…]

SAMM

JQUA

JPMorgan U.S. Quality Factor ETF · $9.5B$18,593

$10,000 five years ago, dividends reinvested · they hold 7.4% in common

SAMMMeasureJQUA

+8.1%Year to dateJan 1 → Nov 3+20.2%

+8.6%1 yearTotal return+21.5%

[…]3 years · per year$10,000 became […] · $18,844+23.5%

[…]5 years · per year$10,000 became […] · $18,593+13.2%

1.07%Expense ratio$107 · $12 a year on $10k · lower is better0.12%

0.95%Trailing 12-mo yield$95 · $105 a year on $10k1.05%

−13.0%Worst dropSmaller is better−7.1%

21.3%VolatilityLower is calmer12.0%

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

0–6JQUA wins

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

More Ways to See the Pairs

SAMM vs JQUA: Top 5 Holdings

Today

SAMM

15.4%in top 5

JQUA

in top 59.9%

SAMMStockJQUA

3.4%CRWDnot top 5

3.1%CRLnot top 5

3.1%DINOnot top 5

3.0%MPCnot top 5

2.9%PSXnot top 5

not top 5AAPL2.1%

not top 5MSFT2.1%

not top 5XOM2.0%

not top 5V1.9%

not top 5AMD1.8%

Held in common7.4%

End-of-day Nov 3, 2026 · share of each fund

SAMM vs JQUA Returns, Every Period

StrategasSAMM

+8.6%

past year

JQUAJ.P. Morgan

+21.5%

past year

SAMMJQUAFaded: behind in that period

0–2JQUA wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SAMM vs JQUA

YTD

StrategasSAMM

+8.1%

JQUAJ.P. Morgan

+20.2%

+8.1%Year to date+20.2%

−13.0%Worst drop · 1Y−7.1%

21.3%Volatility · 1Y12.0%

1.0%Yield1.1%

$42.5MAssets$9.5B

4–0JQUA wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SAMM, JQUA

Today

0.12%lowest, JQUA

FundExpense ratioFee$10k

JQUA0.12%$12

SAMM1.07%$107

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SAMM, JQUA

1.05%highest, JQUA

FundTrailing yieldYield$10k

JQUA1.05%$105

SAMM0.95%$95

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$93most kept, JQUA

JQUA$105 − $12 = $93

SAMM$95 − $107 = −$12

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SAMM, JQUA

Today

7.4%most shared, SAMM and JQUA

SAMMJQUA

SAMM—7.4%

JQUA7.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.5%JQUA, at 12.0% volatility

JQUAWorst drop−7.1%12.0% vol

SAMMWorst drop−13.0%21.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JQUASAMM

+20.2%Year to date+8.1%

1.1%Yield1.0%

+21.5%Past year+8.6%

0.12%Fee1.07%

4–0JQUA wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026