IQLT vs SAMM

AIQLT

BSAMM

Measures won4–0IQLT wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IQLT $14,772

Lowest cost0.03%VUG · $3 on $10k

Most income2.33%IQLT · $233 on $10k

Smallest drop−10.4%IQLT · worst fall in 1Y

Held in common0.0%IQLT and SAMM

IQLT

SAMM

iShares MSCI Intl Quality Factor ETF · $14.0BStrategas Macro Momentum ETF · $43M

+19.0%3 years · per year$16,844 · […][…]

+8.1%5 years · per year$14,772 · […][…]

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

2.33%12-mo yield$233 · $97 on $10k0.97%

−10.4%Worst dropSmaller wins−13.0%

15.2%VolatilityLower wins21.3%

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 4, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.33%	+2.0%	+14.6%	+18.2%	+19.0%	+8.1%	−10.4%	$14.0B
3	BSAMM	Strategas Macro Momentum ETFRead Desk	1.07%	0.97%	−1.2%	+6.9%	+7.2%	new	new	−13.0%	$43M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.33%	+2.0%	+14.6%	+18.2%	+19.0%	+8.1%	−10.4%	$14.0B
3	BSAMM	Strategas Macro Momentum ETFRead Desk	1.07%	0.97%	−1.2%	+6.9%	+7.2%	new	new	−13.0%	$43M

End-of-day Nov 4, 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

$14,772

SAMM

Strategas Macro Momentum

[…]

MeasureIQLTSAMM

Fee0.30%1.07%

Cost on $10k a year$30$107

Yield2.33%0.97%

5 years, per year+8.1%[…]

3 years, per year+19.0%[…]

Worst drop · 1Y−10.4%−13.0%

Volatility · 1Y15.2%21.3%

4–0measures won
IQLT first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IQLT, SAMM, VUG

Today

3.1%most shared, SAMM and VUG

IQLTSAMMVUG

IQLT—0.0%0.0%

SAMM0.0%—3.1%

VUG0.0%3.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$203most kept, IQLT

IQLT$233 − $30 = $203

VUG$40 − $3 = $37

SAMM$97 − $107 = −$10

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee