SAMM vs QUAL

ASAMM

BQUAL

Measures won1–3QUAL wins · of 6 · 5Y

$10,000 · 5Y$17,248QUAL

Lowest cost0.15%QUAL · $15 on $10k

Most income0.97%SAMM · $97 on $10k

Smallest drop−9.0%QUAL · worst fall in 1Y

Held in common2.5%SAMM and QUAL

SAMM

QUAL

Strategas Macro Momentum ETF · $43MiShares MSCI USA Quality Factor ETF · $49.1B

[…]3 years · per year[…] · $18,098+21.9%

[…]5 years · per year[…] · $17,248+11.5%

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

0.97%12-mo yield$97 · $83 on $10k0.83%

−13.0%Worst dropSmaller wins−9.0%

21.3%VolatilityLower wins12.1%

1–3QUAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsSAMM · QUAL

2.1%FTNT0.9%

2.4%KO0.9%

2.4%TRV0.3%

2.1%NTAP0.2%

Held in common2.5%

End-of-day Nov 4, 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	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	0.83%	+2.3%	+15.0%	+16.9%	+21.9%	+11.5%	−9.0%	$49.1B
2	ASAMM	Strategas Macro Momentum ETFRead Desk		1.07%	0.97%	−1.2%	+6.9%	+7.2%	new	new	−13.0%	$43M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	0.83%	+2.3%	+15.0%	+16.9%	+21.9%	+11.5%	−9.0%	$49.1B
2	ASAMM	Strategas Macro Momentum ETFRead Desk		1.07%	0.97%	−1.2%	+6.9%	+7.2%	new	new	−13.0%	$43M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SAMM vs QUAL

SAMM

Strategas Macro Momentum

[…]

QUAL

iShares MSCI USA Quality Factor

$17,248

MeasureSAMMQUAL

Fee1.07%0.15%

Cost on $10k a year$107$15

Yield0.97%0.83%

5 years, per year[…]+11.5%

3 years, per year[…]+21.9%

Worst drop · 1Y−13.0%−9.0%

Volatility · 1Y21.3%12.1%

3–1measures won
QUAL first

2.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SAMM, QUAL

Today

2.5%most shared, SAMM and QUAL

SAMMQUAL

SAMM—2.5%

QUAL2.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$68most kept, QUAL

QUAL$83 − $15 = $68

SAMM$97 − $107 = −$10

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee