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AIVV

BSAMT

Measures won4–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,637QQQM · IVV $17,265

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common19.4%IVV and SAMT

iShares Core S&P 500 ETF · $875BStrategas Macro Thematic Opportunities ETF · $767M

+21.5%3 years · per year$17,931 · $18,348+22.4%

+11.5%5 years · per year$17,265 · […][…]

0.03%Expense ratio$3 · $66 on $10k · lower wins0.66%

1.11%12-mo yield$111 · $67 on $10k

Cards for this view

IVV

iShares Core S&P 500

$17,265

SAMT

Strategas Macro Thematic Opportunities

[…]

MeasureIVVSAMT

Fee0.03%0.66%

Cost on $10k a year$3$66

Yield1.11%0.67%

5 years, per year+11.5%[…]

3 years, per year+21.5%+22.4%

Worst drop · 1Y−8.9%−16.6%

Volatility · 1Y13.8%

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1	QQQM	Invesco NASDAQ 100 ETFRead Desk	0.15%	0.47%	−1.2%	+11.1%	+10.0%	+22.9%	+12.0%	−14.7%	$109.1B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$875.2B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$807.1B
4	BSAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.67%	+0.1%	+5.3%	+7.7%	+22.4%	new	−16.6%	$767M

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1	QQQM	Invesco NASDAQ 100 ETFRead Desk	0.15%	0.47%	−1.2%	+11.1%	+10.0%	+22.9%	+12.0%	−14.7%	$109.1B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$875.2B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$807.1B
4	BSAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.67%	+0.1%	+5.3%	+7.7%	+22.4%	new	−16.6%	$767M