Compare · 3 funds side by side · dividends reinvested

SAMM, VUG and IJR

SAMMStrategas×VUGVanguard×IJRiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,394VUG · best of the three

Story of the three · IncomeMost incomeIJR · 1.21% · $121 a year on $10k

Story of the three · RiskSmallest drop

SAMM, VUG and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$107B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B1.9

Strategas Macro Momentum ETFUS Stock Styles · Factor1.07%1.01%+2.1%+5.3%[…][…]−17.9%22.3%$40M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: SAMM 2024 · VUG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Strategas Macro Momentum ETF · $40M[…]

SAMM

VUG

Vanguard Morningstar Growth ETF · $233B$16,394

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

SAMMMeasure

More Ways to See the Pairs

SAMM vs VUG: Top 5 Holdings

Today

SAMM

16.1%in top 5

VUG

in top 545.2%

SAMMStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: SAMM, VUG, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

SAMM1.07%$107

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

Yields: SAMM, VUG, IJR

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

VUG

+2.1%Year to dateJan 1 → Nov 10+3.4%

+5.3%1 yearTotal return+4.2%

[…]3 years · per year$10,000 became […] · $18,230+22.2%

[…]5 years · per year$10,000 became […] · $16,394+10.4%

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

1.01%Trailing 12-mo yield$101 · $41 a year on $10k0.41%

−17.9%Worst dropSmaller is better−15.1%

22.3%VolatilityLower is calmer19.1%

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

2–4VUG wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

3.4%MRNAnot top 5

3.4%CRLnot top 5

3.3%CRWDnot top 5

3.1%CNCnot top 5

3.0%SNnot top 5

Held in common3.1%

End-of-day Nov 10, 2026 · share of each fund

SAMM vs VUG Returns, Every Period

1Y

StrategasSAMM

+5.3%

past year

VUGVanguard

+4.2%

past year

SAMMVUGFaded: behind in that period

1–1Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SAMM vs IJR

YTD

StrategasSAMM

+2.1%

IJRiShares

+18.5%

+2.1%Year to date+18.5%

−17.9%Worst drop · 1Y−9.7%

22.3%Volatility · 1Y16.3%

1.0%Yield1.2%

$40.1MAssets$107B

4–0IJR wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

SAMM1.01%$101

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$115most kept, IJR

IJR$121 − $6 = $115

VUG$41 − $3 = $38

SAMM$101 − $107 = −$6

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SAMM, VUG, IJR

Today

3.1%most shared, SAMM and VUG

SAMMVUGIJR

SAMM—3.1%0.8%

VUG3.1%—0.0%

IJR0.8%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.3%IJR, at 16.3% volatility

IJRWorst drop−9.7%16.3% vol

VUGWorst drop−15.1%19.1% vol

SAMMWorst drop−17.9%22.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IJRVUG

+18.5%Year to date+3.4%

1.2%Yield0.4%

+21.3%Past year+4.2%

0.06%Fee0.03%

3–1IJR wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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SAMM, VUG and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three