SAMM vs SRHQ

ASAMM

BSRHQ

Measures won1–3SRHQ wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF

Lowest cost0.18%IWF · $18 on $10k

Most income1.04%SAMM · $104 on $10k

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

Held in common2.4%SAMM and SRHQ

SAMM

SRHQ

Strategas Macro Momentum ETF · $40MSRH U.S. Quality GARP ETF · $228M

[…]3 years · per year[…] · $18,443+22.6%

[…]5 years · per year[…]

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

1.04%12-mo yield$104 · $69 on $10k0.69%

−17.9%Worst dropSmaller wins−7.5%

22.2%VolatilityLower wins14.9%

1–3SRHQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSAMM · SRHQ

3.4%CNC2.4%

Held in common2.4%

End-of-day Nov 6, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	ASAMM	Strategas Macro Momentum ETFRead Desk	1.07%	1.04%	−0.8%	−0.5%	+1.5%	new	new	−17.9%	$40M
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.69%	−1.2%	+27.2%	+30.1%	+22.6%	new	−7.5%	$228M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	ASAMM	Strategas Macro Momentum ETFRead Desk	1.07%	1.04%	−0.8%	−0.5%	+1.5%	new	new	−17.9%	$40M
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.69%	−1.2%	+27.2%	+30.1%	+22.6%	new	−7.5%	$228M

End-of-day Nov 6, 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

Yield1.04%0.69%

5 years, per year[…][…]

3 years, per year[…]+22.6%

Worst drop · 1Y−17.9%−7.5%

Volatility · 1Y22.2%14.9%

3–1measures won
SRHQ first

2.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SAMM, SRHQ, IWF

Today

5.3%most shared, SAMM and IWF

SAMMSRHQIWF

SAMM—2.4%5.3%

SRHQ2.4%—2.0%

IWF5.3%2.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$34most kept, SRHQ

SRHQ$69 − $35 = $34

IWF$39 − $18 = $21

SAMM$104 − $107 = −$3

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee