SAMM vs MTUM5YSAMMSAMMAvsBMTUMMTUMStrategas Macro Momentum ETF · $42MiShares MSCI USA Momentum Factor ETF · $17.0BReturns · dividends in[…]3 years · per year[…] · $19,155+24.2%[…]5 years · per year[…] · $14,931+8.3%Cost and income1.07%Expense ratio$107 · $15 on $10k · lower wins0.15%1.00%12-mo yield$100 · $68 on $10k0.68%
Overlap: SAMM, MTUM, VUGToday23.6%most shared, MTUM and VUGSAMMMTUMVUGSAMM—20.5%3.1%MTUM20.5%—23.6%VUG3.1%23.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SAMM vs MTUM5YASAMMStrategas Macro Momentum[…]vsMTUMBiShares MSCI USA Momentum Factor$14,931MeasureSAMMMTUMFee1.07%0.15%Cost on $10k a year$107$15Yield1.00%0.68%5 years, per year[…]+8.3%3 years, per year[…]+24.2%Worst drop · 1Y−17.9%−27.3%Volatility · 1Y22.4%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2BMTUMiShares MSCI USA Momentum Factor ETFReadDesk0.15%0.68%−2.0%+9.1%+8.8%+24.2%+8.3%−27.3%$17.0B3ASAMMStrategas 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▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2BMTUMiShares MSCI USA Momentum Factor ETFReadDesk0.15%0.68%−2.0%+9.1%+8.8%+24.2%+8.3%−27.3%$17.0B3ASAMMStrategas 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, MTUM, VUGToday23.6%most shared, MTUM and VUGSAMMMTUMVUGSAMM—20.5%3.1%MTUM20.5%—23.6%VUG3.1%23.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$53most kept, MTUMMTUM$68 − $15 = $53VUG$41 − $3 = $38SAMM$100 − $107 = −$7KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee