SAMM vs SCHD

ASAMM

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common4.9%SAMM and SCHD

SAMM

SCHD

Strategas Macro Momentum ETF · $43MSchwab U.S. Dividend Equity ETF · $121B

[…]3 years · per year[…] · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

1.07%Expense ratio$107 · $6 on $10k · lower wins0.06%

0.97%12-mo yield$97 · $291 on $10k2.91%

−13.0%Worst dropSmaller wins−6.9%

21.3%VolatilityLower wins11.5%

0–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSAMM · SCHD

2.4%KO4.2%

2.6%TGT1.7%

3.0%DINO0.4%

2.2%APA0.4%

Held in common4.9%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
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 SCHD

SAMM

Strategas Macro Momentum

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSAMMSCHD

Fee1.07%0.06%

Cost on $10k a year$107$6

Yield0.97%2.91%

5 years, per year[…]+11.0%

3 years, per year[…]+21.4%

Worst drop · 1Y−13.0%−6.9%

Volatility · 1Y21.3%11.5%

4–0measures won
SCHD first

4.9%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SAMM, SCHD

Today

4.9%most shared, SAMM and SCHD

SAMMSCHD

SAMM—4.9%

SCHD4.9%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

SAMM$97 − $107 = −$10

KeptFee

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