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AIVV

BSAMT

Measures won4–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · SPY $17,337

Lowest cost0.03%IVV · $3 on $10k

Most income1.10%IVV · $110 on $10k

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

Held in common19.4%IVV and SAMT

iShares Core S&P 500 ETF · $879BStrategas Macro Thematic Opportunities ETF · $771M

+21.7%3 years · per year$18,019 · $18,346+22.4%

+11.7%5 years · per year$17,398 · […][…]

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

1.10%12-mo yield$110 · $67 on $10k

Cards for this view

IVV

iShares Core S&P 500

$17,398

SAMT

Strategas Macro Thematic Opportunities

[…]

MeasureIVVSAMT

Fee0.03%0.66%

Cost on $10k a year$3$66

Yield1.10%0.67%

5 years, per year+11.7%[…]

3 years, per year+21.7%+22.4%

Worst drop · 1Y−8.9%−16.6%

Volatility · 1Y13.7%

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1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
4	BSAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.67%	−0.5%	+5.1%	+7.8%	+22.4%	new	−16.6%	$771M

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1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
4	BSAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.67%	−0.5%	+5.1%	+7.8%	+22.4%	new	−16.6%	$771M