IVV vs SAMM

AIVV

BSAMM

Measures won4–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common4.7%IVV and SAMM

IVV

SAMM

iShares Core S&P 500 ETF · $887BStrategas Macro Momentum ETF · $43M

+22.1%3 years · per year$18,221 · […][…]

+11.4%5 years · per year$17,151 · […][…]

0.03%Expense ratio$3 · $107 on $10k · lower wins1.07%

1.14%12-mo yield$114 · $103 on $10k1.03%

−8.9%Worst dropSmaller wins−17.3%

13.6%VolatilityLower wins22.2%

4–0IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · SAMM

1.4%MU2.2%

0.6%KO2.5%

0.4%PANW2.6%

0.4%CRWD3.3%

Held in common4.7%

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

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	BSAMM	Strategas Macro Momentum ETFRead Desk		1.07%	1.03%	−6.2%	+0.3%	+2.9%	new	new	−17.3%	$43M

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

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	BSAMM	Strategas Macro Momentum ETFRead Desk		1.07%	1.03%	−6.2%	+0.3%	+2.9%	new	new	−17.3%	$43M

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

Cards for this view

IVV vs SAMM

IVV

iShares Core S&P 500

$17,151

SAMM

Strategas Macro Momentum

[…]

MeasureIVVSAMM

Fee0.03%1.07%

Cost on $10k a year$3$107

Yield1.14%1.03%

5 years, per year+11.4%[…]

3 years, per year+22.1%[…]

Worst drop · 1Y−8.9%−17.3%

Volatility · 1Y13.6%22.2%

4–0measures won
IVV first

4.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, SAMM

Today

4.7%most shared, IVV and SAMM

IVVSAMM

IVV—4.7%

SAMM4.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SAMM$103 − $107 = −$4

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee