SAMM vs DFAC5YSAMMSAMMAvsBDFACDFACStrategas Macro Momentum ETF · $40MDimensional - US Core Equity 2 ETF · $87.7BReturns · dividends in[…]3 years · per year[…] · $17,492+20.5%[…]5 years · per year[…] · $16,689+10.8%Cost and income1.07%Expense ratio$107 · $21 on $10k · lower wins0.21%1.01%12-mo yield$101 · $88 on $10k0.88%
Overlap: SAMM, DFAC, VUGToday35.8%most shared, DFAC and VUGSAMMDFACVUGSAMM—4.7%3.1%DFAC4.7%—35.8%VUG3.1%35.8%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
SAMM vs DFAC5YASAMMStrategas Macro Momentum[…]vsDFACBDimensional - US Core Equity 2$16,689MeasureSAMMDFACFee1.07%0.21%Cost on $10k a year$107$21Yield1.01%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%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BDFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%0.0%+13.7%+16.9%+20.5%+10.8%−8.5%$87.7B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3ASAMMStrategas Macro Momentum ETFReadDesk1.07%1.01%−0.4%+2.1%+5.3%newnew−17.9%$40MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BDFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%0.0%+13.7%+16.9%+20.5%+10.8%−8.5%$87.7B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3ASAMMStrategas Macro Momentum ETFReadDesk1.07%1.01%−0.4%+2.1%+5.3%newnew−17.9%$40MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: SAMM, DFAC, VUGToday35.8%most shared, DFAC and VUGSAMMDFACVUGSAMM—4.7%3.1%DFAC4.7%—35.8%VUG3.1%35.8%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$67most kept, DFACDFAC$88 − $21 = $67VUG$41 − $3 = $38SAMM$101 − $107 = −$6KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee