IQLT vs SAMM

AIQLT

BSAMM

Measures won4–0IQLT wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IQLT $14,457

Lowest cost0.03%VUG · $3 on $10k

Most income2.35%IQLT · $235 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%IQLT and SAMM

IQLT

SAMM

iShares MSCI Intl Quality Factor ETF · $13.8BStrategas Macro Momentum ETF · $40M

+17.4%3 years · per year$16,183 · […][…]

+7.7%5 years · per year$14,457 · […][…]

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

2.35%12-mo yield$235 · $101 on $10k1.01%

−10.4%Worst dropSmaller wins−17.9%

15.7%VolatilityLower wins22.3%

4–0IQLT wins

$10,000 · 5 yearsAll four, 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 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	AIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.35%	+2.8%	+13.5%	+18.1%	+17.4%	+7.7%	−10.4%	$13.8B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BSAMM	Strategas Macro Momentum ETFRead Desk	1.07%	1.01%	+3.0%	+2.5%	+5.5%	new	new	−17.9%	$40M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	AIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.35%	+2.8%	+13.5%	+18.1%	+17.4%	+7.7%	−10.4%	$13.8B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BSAMM	Strategas Macro Momentum ETFRead Desk	1.07%	1.01%	+3.0%	+2.5%	+5.5%	new	new	−17.9%	$40M

End-of-day Nov 9, 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

$14,457

SAMM

Strategas Macro Momentum

[…]

MeasureIQLTSAMM

Fee0.30%1.07%

Cost on $10k a year$30$107

Yield2.35%1.01%

5 years, per year+7.7%[…]

3 years, per year+17.4%[…]

Worst drop · 1Y−10.4%−17.9%

Volatility · 1Y15.7%22.3%

4–0measures won
IQLT first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IQLT, SAMM, VUG, VO

Today

10.2%most shared, VUG and VO

IQLTSAMMVUGVO

IQLT—0.0%0.0%0.0%

SAMM0.0%—3.1%8.1%

VUG0.0%3.1%—10.2%

VO0.0%8.1%10.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$205most kept, IQLT

IQLT$235 − $30 = $205

VO$135 − $3 = $132

VUG$41 − $3 = $38

SAMM$101 − $107 = −$6

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee