SAMM vs MTUM

ASAMM

BMTUM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,159MTUM

Lowest cost0.15%MTUM · $15 on $10k

Most income2.20%MTUM · $220 on $10k

Smallest drop−17.9%SAMM · worst fall in 1Y

Held in common20.4%SAMM and MTUM

SAMM

MTUM

Strategas Macro Momentum ETF · $43MiShares MSCI USA Momentum Factor ETF · $15.6B

[…]3 years · per year[…] · $18,709+23.2%

[…]5 years · per year[…] · $14,159+7.2%

1.07%Expense ratio$107 · $15 on $10k · lower wins0.15%

1.04%12-mo yield$104 · $220 on $10k2.20%

−17.9%Worst dropSmaller wins−27.3%

22.2%VolatilityLower wins29.2%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsSAMM · MTUM

2.5%PANW2.7%

2.6%KO2.5%

1.9%MU4.2%

3.2%CRWD1.8%

Held in common20.4%

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	BMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	2.20%	+1.9%	+2.3%	+2.6%	+23.2%	+7.2%	−27.3%	$15.6B
2	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

Both

5Y2 funds

#			Trend
1	BMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	2.20%	+1.9%	+2.3%	+2.6%	+23.2%	+7.2%	−27.3%	$15.6B
2	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 MTUM

SAMM

Strategas Macro Momentum

[…]

MTUM

iShares MSCI USA Momentum Factor

$14,159

MeasureSAMMMTUM

Fee1.07%0.15%

Cost on $10k a year$107$15

Yield1.04%2.20%

5 years, per year[…]+7.2%

3 years, per year[…]+23.2%

Worst drop · 1Y−17.9%−27.3%

Volatility · 1Y22.2%29.2%

2–2measures won
level

20.4%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SAMM, MTUM

Today

20.4%most shared, SAMM and MTUM

SAMMMTUM

SAMM—20.4%

MTUM20.4%—

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

Income After Fees on $10,000

$205most kept, MTUM

MTUM$220 − $15 = $205

SAMM$104 − $107 = −$3

KeptFee

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