Compare · 3 funds side by side · dividends reinvested

USMV, SAMM and VUG

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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 incomeUSMV · 1.37% · $137 a year on $10k

Story of the three · RiskSmallest drop

USMV, SAMM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.37%+10.8%+12.6%+13.7%+7.5%−6.5%9.2%$24.3B1.4

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%$41M2.7

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: USMV 2011 · SAMM 2024 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Min Vol Factor ETF · $24.3B$14,373

USMV

SAMM

Strategas Macro Momentum ETF · $41M[…]

$10,000 five years ago, dividends reinvested · they hold 5.0% in common

USMV

More Ways to See the Pairs

USMV vs SAMM: Top 5 Holdings

Today

USMV

8.0%in top 5

SAMM

in top 516.1%

USMVStockSAMM

not top 5MRNA3.4%

not top 5CRL3.4%

not top 5CRWD3.3%

not top 5CNC3.1%

not top 5SN3.0%

Cost, Income and Risk

Fees: USMV, SAMM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

USMV0.15%$15

SAMM1.07%$107

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

Yields: USMV, SAMM, VUG

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$61.0B

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%

Measure

SAMM

+10.8%Year to dateJan 1 → Nov 10+2.1%

+12.6%1 yearTotal return+5.3%

+13.7%3 years · per year$10,000 became $14,688 · […][…]

+7.5%5 years · per year$10,000 became $14,373 · […][…]

0.15%Expense ratio$15 · $107 a year on $10k · lower is better1.07%

1.37%Trailing 12-mo yield$137 · $101 a year on $10k1.01%

−6.5%Worst dropSmaller is better−17.9%

9.2%VolatilityLower is calmer22.3%

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

6–0USMV wins

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

1.7%MSFTnot top 5

1.6%MSInot top 5

1.6%BRK-Bnot top 5

1.6%MCKnot top 5

1.5%WELLnot top 5

Held in common5.0%

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

USMV vs SAMM Returns, Every Period

1Y

iSharesUSMV

+12.6%

past year

SAMMStrategas

+5.3%

past year

USMVSAMMFaded: behind in that period

2–0USMV wins

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

USMV vs SAMM

YTD

iSharesUSMV

+10.8%

SAMMStrategas

+2.1%

+10.8%Year to date+2.1%

−6.5%Worst drop · 1Y−17.9%

9.2%Volatility · 1Y22.3%

1.4%Yield1.0%

$24.3BAssets$41.3M

4–0USMV wins

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

1Y

1.37%highest, USMV

FundTrailing yieldYield$10k

USMV1.37%$137

SAMM1.01%$101

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$122most kept, USMV

USMV$137 − $15 = $122

VUG$41 − $3 = $38

SAMM$101 − $107 = −$6

KeptFee

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

Overlap: USMV, SAMM, VUG

Today

21.5%most shared, USMV and VUG

USMVSAMMVUG

USMV—5.0%21.5%

SAMM5.0%—3.1%

VUG21.5%3.1%—

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

Return vs Bumpiness: 3 ETFs

1Y

+12.6%USMV, at 9.2% volatility

USMVWorst drop−6.5%9.2% 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

USMVVUG

+10.8%Year to date+3.4%

1.4%Yield0.4%

+12.6%Past year+4.2%

0.15%Fee0.03%

3–1USMV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD 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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USMV, SAMM and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three