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

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

SAMT

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

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

SAMTMeasureVOO

+3.6%Year to dateJan 1 → Nov 6+8.7%

+6.8%1 yearTotal return+9.8%

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

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

0.66%Expense ratio$66 · $3 a year on $10k · lower is better0.03%

0.68%Trailing 12-mo yield$68 · $110 a year on $10k1.10%

−16.6%Worst dropSmaller is better−8.9%

17.1%VolatilityLower is calmer13.5%

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

1–6VOO wins

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

More Ways to See the Pairs

SAMT vs VOO: Top 5 Holdings

Today

SAMT

16.7%in top 5

VOO

in top 528.3%

SAMTStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

3.6%Vnot top 5

3.5%ABBVnot top 5

3.3%LLYnot top 5

3.2%KOnot top 5

3.1%TGTnot top 5

not top 5GOOGL3.1%

Held in common17.7%

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

SAMT vs VOO Returns, Every Period

StrategasSAMT

+6.8%

past year

VOOVanguard

+9.8%

past year

SAMTVOOFaded: behind in that period

1–2VOO wins

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

Unsorted vs Core: SAMT vs VOO

YTD

StrategasSAMT

+3.6%

VOOVanguard

+8.7%

+3.6%Year to date+8.7%

−16.6%Worst drop · 1Y−8.9%

17.1%Volatility · 1Y13.5%

0.7%Yield1.1%

$775MAssets$1.00T

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