IVV vs SAMM

AIVV

BSAMM

Measures won4–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common4.5%IVV and SAMM

IVV

SAMM

iShares Core S&P 500 ETF · $875BStrategas Macro Momentum ETF · $40M

+22.0%3 years · per year$18,159 · […][…]

+11.9%5 years · per year$17,545 · […][…]

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

1.11%12-mo yield$111 · $101 on $10k1.01%

−8.9%Worst dropSmaller wins−17.9%

13.8%VolatilityLower wins22.3%

4–0IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · SAMM

1.2%MU2.0%

0.6%KO2.7%

0.4%PANW2.5%

0.3%CRWD3.2%

Held in common4.5%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
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

IVV vs SAMM

IVV

iShares Core S&P 500

$17,545

SAMM

Strategas Macro Momentum

[…]

MeasureIVVSAMM

Fee0.03%1.07%

Cost on $10k a year$3$107

Yield1.11%1.01%

5 years, per year+11.9%[…]

3 years, per year+22.0%[…]

Worst drop · 1Y−8.9%−17.9%

Volatility · 1Y13.8%22.3%

4–0measures won
IVV first

4.5%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

Overlap: IVV, SAMM, VTV, VUG

Today

55.1%most shared, IVV and VUG

IVVSAMMVTVVUG

IVV—4.5%43.7%55.1%

SAMM4.5%—6.3%3.1%

VTV43.7%6.3%—1.9%

VUG55.1%3.1%1.9%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IVV$111 − $3 = $108

VUG$41 − $3 = $38

SAMM$101 − $107 = −$6

KeptFee

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