IQLT vs SAMM

AIQLT

BSAMM

Measures won4–0IQLT wins · of 6 · 5Y

$10,000 · 5Y$14,168IQLT · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income2.42%IQLT · $242 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common0.0%IQLT and SAMM

IQLT

SAMM

iShares MSCI Intl Quality Factor ETF · $13.5BStrategas Macro Momentum ETF · $40M

+17.2%3 years · per year$16,090 · […][…]

+7.2%5 years · per year$14,168 · […][…]

0.30%Expense ratio$30 · $107 on $10k · lower wins1.07%

2.42%12-mo yield$242 · $104 on $10k1.04%

−10.4%Worst dropSmaller wins−17.9%

15.4%VolatilityLower wins22.2%

4–0IQLT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIQLT · SAMM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.42%	−0.8%	+10.5%	+14.3%	+17.2%	+7.2%	−10.4%	$13.5B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	BSAMM	Strategas Macro Momentum ETFRead Desk	1.07%	1.04%	−0.8%	−0.5%	+1.5%	new	new	−17.9%	$40M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.42%	−0.8%	+10.5%	+14.3%	+17.2%	+7.2%	−10.4%	$13.5B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	BSAMM	Strategas Macro Momentum ETFRead Desk	1.07%	1.04%	−0.8%	−0.5%	+1.5%	new	new	−17.9%	$40M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IQLT vs SAMM

IQLT

iShares MSCI Intl Quality Factor

$14,168

SAMM

Strategas Macro Momentum

[…]

MeasureIQLTSAMM

Fee0.30%1.07%

Cost on $10k a year$30$107

Yield2.42%1.04%

5 years, per year+7.2%[…]

3 years, per year+17.2%[…]

Worst drop · 1Y−10.4%−17.9%

Volatility · 1Y15.4%22.2%

4–0measures won
IQLT first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IQLT, SAMM, IJH

Today

3.2%most shared, SAMM and IJH

IQLTSAMMIJH

IQLT—0.0%0.0%

SAMM0.0%—3.2%

IJH0.0%3.2%—

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

Income After Fees on $10,000

$212most kept, IQLT

IQLT$242 − $30 = $212

IJH$125 − $5 = $120

SAMM$104 − $107 = −$3

KeptFee

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