Compare · 2 funds side by side · dividends reinvested

SAMT and DGRO

SAMTStrategas×DGROiShares×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,075DGRO · best of the two

Story of the two · IncomeMost incomeDGRO · 1.83% · $183 a year on $10k

Story of the two · RiskSmallest drop

SAMT and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.83%+19.1%+22.8%+20.4%+11.3%−6.5%10.3%$45.7B1.1

Strategas Macro Thematic Opportunities ETFUnsorted0.66%0.67%+5.1%+8.5%+22.3%[…]−16.6%17.1%$766M1.9

Rank among the two1st → 2ndFee, 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: SAMT 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Strategas Macro Thematic Opportunities ETF · $766M[…]

SAMT

DGRO

iShares Core Dividend Growth ETF · $45.7B$17,075

$10,000 five years ago, dividends reinvested · they hold 22.9% in common

SAMTMeasureDGRO

+5.1%

More Ways to See the Pairs

SAMT vs DGRO: Top 5 Holdings

Today

SAMT

16.9%in top 5

DGRO

in top 515.1%

SAMTStockDGRO

3.6%ABBV3.0%

3.6%Vnot top 5

3.4%LLYnot top 5

3.2%TGTnot top 5

3.2%KO

Cost, Income and Risk

Fees: SAMT, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

SAMT0.66%$66

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

Yields: SAMT, DGRO

1Y

1.83%highest, DGRO

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Year to dateJan 1 → Nov 10

+19.1%

+8.5%1 yearTotal return+22.8%

+22.3%3 years · per year$10,000 became $18,271 · $17,474+20.4%

[…]5 years · per year$10,000 became […] · $17,075+11.3%

0.66%Expense ratio$66 · $8 a year on $10k · lower is better0.08%

0.67%Trailing 12-mo yield$67 · $183 a year on $10k1.83%

−16.6%Worst dropSmaller is better−6.5%

17.1%VolatilityLower is calmer10.3%

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

1–6DGRO wins

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

not top 5

not top 5MSFT3.2%

not top 5AAPL3.1%

not top 5XOM2.9%

not top 5JNJ2.9%

Held in common22.9%

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

SAMT vs DGRO Returns, Every Period

1Y

StrategasSAMT

+8.5%

past year

DGROiShares

+22.8%

past year

SAMTDGROFaded: behind in that period

1–2DGRO wins

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

Unsorted vs Income: SAMT vs DGRO

YTD

StrategasSAMT

+5.1%

DGROiShares

+19.1%

+5.1%Year to date+19.1%

−16.6%Worst drop · 1Y−6.5%

17.1%Volatility · 1Y10.3%

0.7%Yield1.8%

$766MAssets$45.7B

4–0DGRO wins

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

Yield

$10k

DGRO1.83%$183

SAMT0.67%$67

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

Income After Fees on $10,000

1Y

$175most kept, DGRO

DGRO$183 − $8 = $175

SAMT$67 − $66 = $1

KeptFee

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

Overlap: SAMT, DGRO

Today

22.9%most shared, SAMT and DGRO

SAMTDGRO

SAMT—22.9%

DGRO22.9%—

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

Return vs Bumpiness: 2 ETFs

1Y

+22.8%DGRO, at 10.3% volatility

DGROWorst drop−6.5%10.3% vol

SAMTWorst drop−16.6%17.1% vol

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

Paid More vs Made More

YTD

DGROSAMT

+19.1%Year to date+5.1%

1.8%Yield0.7%

+22.8%Past year+8.5%

0.08%Fee0.66%

4–0DGRO wins

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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SAMT and DGRO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two