SAMM vs IJR5YSAMMSAMMAvsBIJRIJRStrategas Macro Momentum ETF · $42MiShares Core S&P Small-Cap ETF · $106BReturns · dividends in[…]3 years · per year[…] · $16,058+17.1%[…]5 years · per year[…] · $12,645+4.8%Cost and income1.07%Expense ratio$107 · $6 on $10k · lower wins0.06%1.00%12-mo yield$100 · $121 on $10k1.21%
Overlap: SAMM, IJR, IWFToday5.7%most shared, SAMM and IWFSAMMIJRIWFSAMM—0.8%5.7%IJR0.8%—0.1%IWF5.7%0.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SAMM vs IJR5YASAMMStrategas Macro Momentum[…]vsIJRBiShares Core S&P Small-Cap$12,645MeasureSAMMIJRFee1.07%0.06%Cost on $10k a year$107$6Yield1.00%1.21%5 years, per year[…]+4.8%3 years, per year[…]+17.1%Worst drop · 1Y−17.9%−9.7%Volatility · 1Y22.4%16.4%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$117.8B2BIJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.21%0.0%+18.0%+19.2%+17.1%+4.8%−9.7%$105.8B3ASAMMStrategas Macro Momentum ETFReadDesk1.07%1.00%−0.6%+3.1%+4.1%newnew−17.9%$42MEnd-of-day Nov 13, 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▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$117.8B2BIJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.21%0.0%+18.0%+19.2%+17.1%+4.8%−9.7%$105.8B3ASAMMStrategas Macro Momentum ETFReadDesk1.07%1.00%−0.6%+3.1%+4.1%newnew−17.9%$42MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: SAMM, IJR, IWFToday5.7%most shared, SAMM and IWFSAMMIJRIWFSAMM—0.8%5.7%IJR0.8%—0.1%IWF5.7%0.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$115most kept, IJRIJR$121 − $6 = $115IWF$38 − $18 = $20SAMM$100 − $107 = −$7KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee