SAMM vs SRHQ

ASAMM

BSRHQ

Measures won1–3SRHQ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%SRHQ · $35 on $10k

Most income0.97%SAMM · $97 on $10k

Smallest drop−7.5%SRHQ · worst fall in 1Y

Held in common2.2%SAMM and SRHQ

SAMM

SRHQ

Strategas Macro Momentum ETF · $43MSRH U.S. Quality GARP ETF · $224M

[…]3 years · per year[…] · $19,230+24.4%

[…]5 years · per year[…]

1.07%Expense ratio$107 · $35 on $10k · lower wins0.35%

0.97%12-mo yield$97 · $67 on $10k0.67%

−13.0%Worst dropSmaller wins−7.5%

21.3%VolatilityLower wins14.8%

1–3SRHQ wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsSAMM · SRHQ

2.9%CNC2.2%

Held in common2.2%

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							5Y/yr
1	ASAMM	Strategas Macro Momentum ETFRead Desk		1.07%	0.97%	−1.2%	+6.9%	+7.2%	new	new	−13.0%	$43M
2	BSRHQ	SRH U.S. Quality GARP ETFRead Desk		0.35%	0.67%	+2.4%	+30.7%	+33.4%	+24.4%	new	−7.5%	$224M

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							5Y/yr
1	ASAMM	Strategas Macro Momentum ETFRead Desk		1.07%	0.97%	−1.2%	+6.9%	+7.2%	new	new	−13.0%	$43M
2	BSRHQ	SRH U.S. Quality GARP ETFRead Desk		0.35%	0.67%	+2.4%	+30.7%	+33.4%	+24.4%	new	−7.5%	$224M

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 SRHQ

SAMM

Strategas Macro Momentum

[…]

SRHQ

SRH U.S. Quality GARP

[…]

MeasureSAMMSRHQ

Fee1.07%0.35%

Cost on $10k a year$107$35

Yield0.97%0.67%

5 years, per year[…][…]

3 years, per year[…]+24.4%

Worst drop · 1Y−13.0%−7.5%

Volatility · 1Y21.3%14.8%

3–1measures won
SRHQ first

2.2%

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, SRHQ

Today

2.2%most shared, SAMM and SRHQ

SAMMSRHQ

SAMM—2.2%

SRHQ2.2%—

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

Income After Fees on $10,000

$32most kept, SRHQ

SRHQ$67 − $35 = $32

SAMM$97 − $107 = −$10

KeptFee

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