SAMM vs USMV5YSAMMSAMMAvsBUSMVUSMVStrategas Macro Momentum ETF · $42MiShares MSCI USA Min Vol Factor ETF · $24.5BReturns · dividends in[…]3 years · per year[…] · $14,785+13.9%[…]5 years · per year[…] · $14,513+7.7%Cost and income1.07%Expense ratio$107 · $15 on $10k · lower wins0.15%1.00%12-mo yield$100 · $136 on $10k1.35%
Overlap: SAMM, USMV, VTVToday34.4%most shared, USMV and VTVSAMMUSMVVTVSAMM—5.1%6.6%USMV5.1%—34.4%VTV6.6%34.4%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SAMM vs USMV5YASAMMStrategas Macro Momentum[…]vsUSMVBiShares MSCI USA Min Vol Factor$14,513MeasureSAMMUSMVFee1.07%0.15%Cost on $10k a year$107$15Yield1.00%1.35%5 years, per year[…]+7.7%3 years, per year[…]+13.9%Worst drop · 1Y−17.9%−6.5%Volatility · 1Y22.4%9.2%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2BUSMViShares MSCI USA Min Vol Factor ETFReadDesk0.15%1.35%+0.1%+11.7%+11.7%+13.9%+7.7%−6.5%$24.5B3ASAMMStrategas Macro Momentum ETFReadDesk1.07%1.00%−0.6%+3.1%+4.1%newnew−17.9%$42MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2BUSMViShares MSCI USA Min Vol Factor ETFReadDesk0.15%1.35%+0.1%+11.7%+11.7%+13.9%+7.7%−6.5%$24.5B3ASAMMStrategas Macro Momentum ETFReadDesk1.07%1.00%−0.6%+3.1%+4.1%newnew−17.9%$42MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: SAMM, USMV, VTVToday34.4%most shared, USMV and VTVSAMMUSMVVTVSAMM—5.1%6.6%USMV5.1%—34.4%VTV6.6%34.4%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$178most kept, VTVVTV$181 − $3 = $178USMV$136 − $15 = $121SAMM$100 − $107 = −$7KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee