SAMM vs IQLT

ASAMM

BIQLT

Measures won0–4IQLT wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · IQLT $14,191

Lowest cost0.18%IWF · $18 on $10k

Most income2.40%IQLT · $240 on $10k

Smallest drop−10.4%IQLT · worst fall in 1Y

Held in common0.0%SAMM and IQLT

SAMM

IQLT

Strategas Macro Momentum ETF · $43MiShares MSCI Intl Quality Factor ETF · $14.0B

[…]3 years · per year[…] · $16,368+17.9%

[…]5 years · per year[…] · $14,191+7.3%

1.07%Expense ratio$107 · $30 on $10k · lower wins0.30%

1.03%12-mo yield$103 · $240 on $10k2.40%

−17.3%Worst dropSmaller wins−10.4%

22.2%VolatilityLower wins15.4%

0–4IQLT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSAMM · IQLT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.40%	−2.8%	+11.3%	+16.1%	+17.9%	+7.3%	−10.4%	$14.0B
3	ASAMM	Strategas Macro Momentum ETFRead Desk	1.07%	1.03%	−6.2%	+0.3%	+2.9%	new	new	−17.3%	$43M

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.40%	−2.8%	+11.3%	+16.1%	+17.9%	+7.3%	−10.4%	$14.0B
3	ASAMM	Strategas Macro Momentum ETFRead Desk	1.07%	1.03%	−6.2%	+0.3%	+2.9%	new	new	−17.3%	$43M

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

Cards for this view

SAMM vs IQLT

SAMM

Strategas Macro Momentum

[…]

IQLT

iShares MSCI Intl Quality Factor

$14,191

MeasureSAMMIQLT

Fee1.07%0.30%

Cost on $10k a year$107$30

Yield1.03%2.40%

5 years, per year[…]+7.3%

3 years, per year[…]+17.9%

Worst drop · 1Y−17.3%−10.4%

Volatility · 1Y22.2%15.4%

4–0measures won
IQLT first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SAMM, IQLT, IWF

Today

5.7%most shared, SAMM and IWF

SAMMIQLTIWF

SAMM—0.0%5.7%

IQLT0.0%—0.0%

IWF5.7%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$210most kept, IQLT

IQLT$240 − $30 = $210

IWF$39 − $18 = $21

SAMM$103 − $107 = −$4

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee