Compare · 2 funds side by side · dividends reinvested

SAMM and VOO

SAMMStrategas×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177VOO · best of the two

02 / 04

SAMM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.0

Strategas Macro Momentum ETFUS Stock Styles · Factor1.07%1.04%−0.5%+1.5%[…][…]−17.9%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 6, 2026 · returns include dividends · since: SAMM 2024 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Strategas Macro Momentum ETF · $43M[…]

SAMM

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 5.5% in common

SAMMMeasureVOO

−0.5%Year to dateJan 1 → Nov 6+8.7%

+1.5%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,079+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

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

1.04%Trailing 12-mo yield$104 · $110 a year on $10k1.10%

−17.9%Worst dropSmaller is better−8.9%

22.2%VolatilityLower is calmer13.5%

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

0–6VOO wins

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

More Ways to See the Pairs

SAMM vs VOO: Top 5 Holdings

Today

SAMM

15.7%in top 5

VOO

in top 528.3%

SAMMStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

3.4%CNCnot top 5

3.2%CRWDnot top 5

3.1%MRNAnot top 5

not top 5GOOGL3.1%

3.0%CRLnot top 5

2.9%RPRXnot top 5

Held in common5.5%

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

SAMM vs VOO Returns, Every Period

StrategasSAMM

+1.5%

past year

VOOVanguard

+9.8%

past year

SAMMVOOFaded: behind in that period

0–2VOO wins

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

Stocks vs Core: SAMM vs VOO

YTD

StrategasSAMM

−0.5%

VOOVanguard

+8.7%

−0.5%Year to date+8.7%

−17.9%Worst drop · 1Y−8.9%

22.2%Volatility · 1Y13.5%

1.0%Yield1.1%

$43.0MAssets$1.00T

4–0VOO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SAMM, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SAMM1.07%$107

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

Yields: SAMM, VOO

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

SAMM1.04%$104

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SAMM$104 − $107 = −$3

KeptFee

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

Overlap: SAMM, VOO

Today

5.5%most shared, SAMM and VOO

SAMMVOO

SAMM—5.5%

VOO5.5%—

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

Return vs Bumpiness: 2 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% 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

VOOSAMM

+8.7%Year to date−0.5%

1.1%Yield1.0%

+9.8%Past year+1.5%

0.03%Fee1.07%

4–0VOO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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