Compare · 2 funds side by side · dividends reinvested

VOO and SAMT

VOOVanguard×SAMTStrategas×

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

VOO and SAMT, 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%$1.00T1.1

Strategas Macro Thematic Opportunities ETFUnsorted0.66%0.68%+3.6%+6.8%+22.6%[…]−16.6%17.1%$775M1.9

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: VOO 2010 · SAMT 2022

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,177

VOO

SAMT

Strategas Macro Thematic Opportunities ETF · $775M[…]

$10,000 five years ago, dividends reinvested · they hold 17.7% in common

VOOMeasureSAMT

+8.7%Year to dateJan 1 → Nov 6+3.6%

+9.8%1 yearTotal return+6.8%

+21.8%3 years · per year$10,000 became $18,079 · $18,417+22.6%

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

0.03%Expense ratio$3 · $66 a year on $10k · lower is better0.66%

1.10%Trailing 12-mo yield$110 · $68 a year on $10k0.68%

−8.9%Worst dropSmaller is better−16.6%

13.5%VolatilityLower is calmer17.1%

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

6–1VOO wins

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

More Ways to See the Pairs

VOO vs SAMT: Top 5 Holdings

Today

VOO

28.3%in top 5

SAMT

in top 516.7%

VOOStockSAMT

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

not top 5V3.6%

not top 5ABBV3.5%

not top 5LLY3.3%

not top 5KO3.2%

not top 5TGT3.1%

3.1%GOOGLnot top 5

Held in common17.7%

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

VOO vs SAMT Returns, Every Period

VanguardVOO

+9.8%

past year

SAMTStrategas

+6.8%

past year

VOOSAMTFaded: behind in that period

2–1VOO wins

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

Core vs Unsorted: VOO vs SAMT

YTD

VanguardVOO

+8.7%

SAMTStrategas

+3.6%

+8.7%Year to date+3.6%

−8.9%Worst drop · 1Y−16.6%

13.5%Volatility · 1Y17.1%

1.1%Yield0.7%

$1.00TAssets$775M

4–0VOO wins

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

Cost, Income and Risk

Fees: VOO, SAMT

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SAMT0.66%$66

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

Yields: VOO, SAMT

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

SAMT0.68%$68

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SAMT$68 − $66 = $2

KeptFee

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

Overlap: VOO, SAMT

Today

17.7%most shared, VOO and SAMT

VOOSAMT

VOO—17.7%

SAMT17.7%—

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

SAMTWorst drop−16.6%17.1% vol

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

Paid More vs Made More

YTD

VOOSAMT

+8.7%Year to date+3.6%

1.1%Yield0.7%

+9.8%Past year+6.8%

0.03%Fee0.66%

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