SAMM vs SCHD

ASAMM

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common5.0%SAMM and SCHD

SAMM

SCHD

Strategas Macro Momentum ETF · $43MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

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

1.03%12-mo yield$103 · $298 on $10k2.98%

−17.3%Worst dropSmaller wins−6.9%

22.2%VolatilityLower wins11.7%

0–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSAMM · SCHD

2.5%KO4.2%

2.8%TGT1.7%

2.8%DINO0.4%

2.1%APA0.4%

Held in common5.0%

End-of-day Nov 5, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	ASAMM	Strategas Macro Momentum ETFRead Desk	1.07%	1.03%	−6.2%	+0.3%	+2.9%	new	new	−17.3%	$43M

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	ASAMM	Strategas Macro Momentum ETFRead Desk	1.07%	1.03%	−6.2%	+0.3%	+2.9%	new	new	−17.3%	$43M

End-of-day Nov 5, 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

$16,375

MeasureSAMMSCHD

Fee1.07%0.06%

Cost on $10k a year$107$6

Yield1.03%2.98%

5 years, per year[…]+10.4%

3 years, per year[…]+20.3%

Worst drop · 1Y−17.3%−6.9%

Volatility · 1Y22.2%11.7%

4–0measures won
SCHD first

5.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SAMM, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

SAMMSCHDVIG

SAMM—5.0%2.7%

SCHD5.0%—14.5%

VIG2.7%14.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

SAMM$103 − $107 = −$4

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee