SAMM vs IQLT

ASAMM

BIQLT

Measures won0–4IQLT wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · IQLT $14,168

Lowest cost0.03%VTV · $3 on $10k

Most income2.42%IQLT · $242 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%SAMM and IQLT

SAMM

IQLT

Strategas Macro Momentum ETF · $43MiShares MSCI Intl Quality Factor ETF · $13.6B

[…]3 years · per year[…] · $16,090+17.2%

[…]5 years · per year[…] · $14,168+7.2%

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

1.04%12-mo yield$104 · $242 on $10k2.42%

−17.9%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 6, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.42%	−0.8%	+10.5%	+14.3%	+17.2%	+7.2%	−10.4%	$13.6B
3	ASAMM	Strategas Macro Momentum ETFRead Desk	1.07%	1.04%	−0.8%	−0.5%	+1.5%	new	new	−17.9%	$43M

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.42%	−0.8%	+10.5%	+14.3%	+17.2%	+7.2%	−10.4%	$13.6B
3	ASAMM	Strategas Macro Momentum ETFRead Desk	1.07%	1.04%	−0.8%	−0.5%	+1.5%	new	new	−17.9%	$43M

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 IQLT

SAMM

Strategas Macro Momentum

[…]

IQLT

iShares MSCI Intl Quality Factor

$14,168

MeasureSAMMIQLT

Fee1.07%0.30%

Cost on $10k a year$107$30

Yield1.04%2.42%

5 years, per year[…]+7.2%

3 years, per year[…]+17.2%

Worst drop · 1Y−17.9%−10.4%

Volatility · 1Y22.2%15.4%

4–0measures won
IQLT first

0.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SAMM, IQLT, VTV

Today

6.2%most shared, SAMM and VTV

SAMMIQLTVTV

SAMM—0.0%6.2%

IQLT0.0%—0.0%

VTV6.2%0.0%—

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

Income After Fees on $10,000

$212most kept, IQLT

IQLT$242 − $30 = $212

VTV$187 − $3 = $184

SAMM$104 − $107 = −$3

KeptFee

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