Compare · 2 funds side by side · dividends reinvested

VIG and SAMT

VIGVanguard×SAMTStrategas×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,243VIG · best of the two

02 / 04

VIG and SAMT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.1

Strategas Macro Thematic Opportunities ETFUnsorted0.66%0.68%+3.6%+6.8%+22.6%[…]−16.6%17.1%$753M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: VIG 2006 · SAMT 2022

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,243

VIG

SAMT

Strategas Macro Thematic Opportunities ETF · $753M[…]

$10,000 five years ago, dividends reinvested · they hold 24.2% in common

VIGMeasureSAMT

+12.1%Year to dateJan 1 → Nov 6+3.6%

+14.3%1 yearTotal return+6.8%

+18.6%3 years · per year$10,000 became $16,669 · $18,417+22.6%

+10.2%5 years · per year$10,000 became $16,243 · […][…]

0.04%Expense ratio$4 · $66 a year on $10k · lower is better0.66%

1.50%Trailing 12-mo yield$150 · $68 a year on $10k0.68%

−7.9%Worst dropSmaller is better−16.6%

10.8%VolatilityLower is calmer17.1%

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

6–1VIG wins

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

More Ways to See the Pairs

VIG vs SAMT: Top 5 Holdings

Today

VIG

22.1%in top 5

SAMT

in top 516.7%

VIGStockSAMT

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLY3.3%

3.9%JPMnot top 5

not top 5V3.6%

not top 5ABBV3.5%

not top 5KO3.2%

not top 5TGT3.1%

Held in common24.2%

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

VIG vs SAMT Returns, Every Period

VanguardVIG

+14.3%

past year

SAMTStrategas

+6.8%

past year

VIGSAMTFaded: behind in that period

2–1VIG wins

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

Income vs Unsorted: VIG vs SAMT

YTD

VanguardVIG

+12.1%

SAMTStrategas

+3.6%

+12.1%Year to date+3.6%

−7.9%Worst drop · 1Y−16.6%

10.8%Volatility · 1Y17.1%

1.5%Yield0.7%

$109BAssets$753M

4–0VIG wins

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

Cost, Income and Risk

Fees: VIG, SAMT

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SAMT0.66%$66

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

Yields: VIG, SAMT

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

SAMT0.68%$68

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

SAMT$68 − $66 = $2

KeptFee

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

Overlap: VIG, SAMT

Today

24.2%most shared, VIG and SAMT

VIGSAMT

VIG—24.2%

SAMT24.2%—

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

Return vs Bumpiness: 2 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

SAMTWorst drop−16.6%17.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VIGSAMT

+12.1%Year to date+3.6%

1.5%Yield0.7%

+14.3%Past year+6.8%

0.04%Fee0.66%

4–0VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026