SAMM vs DFAC

ASAMM

BDFAC

Measures won1–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,689DFAC · VO $13,829

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common4.7%SAMM and DFAC

Strategas Macro Momentum ETF · $40MDimensional - US Core Equity 2 ETF · $87.7B

[…]3 years · per year[…] · $17,492+20.5%

[…]5 years · per year[…] · $16,689+10.8%

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

1.01%12-mo yield$101 · $88 on $10k0.88%

Cards for this view

SAMM

Strategas Macro Momentum

[…]

DFAC

Dimensional - US Core Equity 2

$16,689

MeasureSAMMDFAC

Fee1.07%0.21%

Cost on $10k a year$107$21

Yield1.01%0.88%

5 years, per year[…]+10.8%

3 years, per year[…]+20.5%

Worst drop · 1Y−17.9%−8.5%

Volatility · 1Y22.3%13.0%

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	0.0%	+13.7%	+16.9%	+20.5%	+10.8%	−8.5%	$87.7B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+0.3%	+13.6%	+14.4%	+18.0%	+6.7%	−8.2%	$103.4B
3	ASAMM	Strategas Macro Momentum ETFRead Desk	1.07%	1.01%	−0.4%	+2.1%	+5.3%	new	new	−17.9%	$40M

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	0.0%	+13.7%	+16.9%	+20.5%	+10.8%	−8.5%	$87.7B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+0.3%	+13.6%	+14.4%	+18.0%	+6.7%	−8.2%	$103.4B
3	ASAMM	Strategas Macro Momentum ETFRead Desk	1.07%	1.01%	−0.4%	+2.1%	+5.3%	new	new	−17.9%	$40M

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