SAMM vs IJR

ASAMM

BIJR

Measures won0–4IJR wins · of 6 · 5Y

$10,000 · 5Y$13,170IJR

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common0.9%SAMM and IJR

SAMM

IJR

Strategas Macro Momentum ETF · $40MiShares Core S&P Small-Cap ETF · $104B

[…]3 years · per year[…] · $16,147+17.3%

[…]5 years · per year[…] · $13,170+5.7%

1.07%Expense ratio$107 · $6 on $10k · lower wins0.06%

1.04%12-mo yield$104 · $124 on $10k1.24%

−17.9%Worst dropSmaller wins−9.7%

22.2%VolatilityLower wins16.2%

0–4IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsSAMM · IJR

2.4%PAYC0.6%

2.2%RNG0.3%

Held in common0.9%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
2	ASAMM	Strategas Macro Momentum ETFRead Desk		1.07%	1.04%	−0.8%	−0.5%	+1.5%	new	new	−17.9%	$40M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
2	ASAMM	Strategas Macro Momentum ETFRead Desk		1.07%	1.04%	−0.8%	−0.5%	+1.5%	new	new	−17.9%	$40M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SAMM vs IJR

SAMM

Strategas Macro Momentum

[…]

IJR

iShares Core S&P Small-Cap

$13,170

MeasureSAMMIJR

Fee1.07%0.06%

Cost on $10k a year$107$6

Yield1.04%1.24%

5 years, per year[…]+5.7%

3 years, per year[…]+17.3%

Worst drop · 1Y−17.9%−9.7%

Volatility · 1Y22.2%16.2%

4–0measures won
IJR first

0.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SAMM, IJR

Today

0.9%most shared, SAMM and IJR

SAMMIJR

SAMM—0.9%

IJR0.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

SAMM$104 − $107 = −$3

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee