SAMM vs DFAC

ASAMM

BDFAC

Measures won1–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,580DFAC · IJR $12,918

Lowest cost0.06%IJR · $6 on $10k

Most income1.20%IJR · $120 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common4.7%SAMM and DFAC

Strategas Macro Momentum ETF · $41MDimensional - US Core Equity 2 ETF · $88.3B

[…]3 years · per year[…] · $17,728+21.0%

[…]5 years · per year[…] · $16,748+10.9%

1.07%Expense ratio$107 · $21 on $10k · lower wins0.21%

0.99%12-mo yield$99 · $87 on $10k0.87%

Cards for this view

SAMM

Strategas Macro Momentum

[…]

DFAC

Dimensional - US Core Equity 2

$16,748

MeasureSAMMDFAC

Fee1.07%0.21%

Cost on $10k a year$107$21

Yield0.99%0.87%

5 years, per year[…]+10.9%

3 years, per year[…]+21.0%

Worst drop · 1Y−17.9%−8.5%

Volatility · 1Y22.4%13.0%

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.0%	+14.9%	+16.5%	+21.0%	+10.9%	−8.5%	$88.3B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+0.8%	+19.4%	+21.0%	+16.9%	+5.5%	−9.7%	$107.1B
3	ASAMM	Strategas Macro Momentum ETFRead Desk	1.07%	0.99%	+1.8%	+4.0%	+5.6%	new	new	−17.9%	$41M

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.0%	+14.9%	+16.5%	+21.0%	+10.9%	−8.5%	$88.3B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+0.8%	+19.4%	+21.0%	+16.9%	+5.5%	−9.7%	$107.1B
3	ASAMM	Strategas Macro Momentum ETFRead Desk	1.07%	0.99%	+1.8%	+4.0%	+5.6%	new	new	−17.9%	$41M

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