SAMM vs USMV

ASAMM

BUSMV

Measures won0–4USMV wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · USMV $14,154

Lowest cost0.03%VUG · $3 on $10k

Most income1.39%USMV · $139 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common5.0%SAMM and USMV

SAMM

USMV

Strategas Macro Momentum ETF · $40MiShares MSCI USA Min Vol Factor ETF · $23.7B

[…]3 years · per year[…] · $14,709+13.7%

[…]5 years · per year[…] · $14,154+7.2%

1.07%Expense ratio$107 · $15 on $10k · lower wins0.15%

1.04%12-mo yield$104 · $139 on $10k1.39%

−17.9%Worst dropSmaller wins−6.5%

22.2%VolatilityLower wins9.1%

0–4USMV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSAMM · USMV

2.6%KO1.4%

2.6%TRV0.9%

2.2%FTNT0.6%

2.5%PANW0.6%

Held in common5.0%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.7B
3	ASAMM	Strategas Macro Momentum ETFRead Desk	1.07%	1.04%	−0.8%	−0.5%	+1.5%	new	new	−17.9%	$40M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.7B
3	ASAMM	Strategas Macro Momentum ETFRead Desk	1.07%	1.04%	−0.8%	−0.5%	+1.5%	new	new	−17.9%	$40M

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 USMV

SAMM

Strategas Macro Momentum

[…]

USMV

iShares MSCI USA Min Vol Factor

$14,154

MeasureSAMMUSMV

Fee1.07%0.15%

Cost on $10k a year$107$15

Yield1.04%1.39%

5 years, per year[…]+7.2%

3 years, per year[…]+13.7%

Worst drop · 1Y−17.9%−6.5%

Volatility · 1Y22.2%9.1%

4–0measures won
USMV first

5.0%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SAMM, USMV, VUG

Today

20.8%most shared, USMV and VUG

SAMMUSMVVUG

SAMM—5.0%3.1%

USMV5.0%—20.8%

VUG3.1%20.8%—

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

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

VUG$42 − $3 = $39

SAMM$104 − $107 = −$3

KeptFee

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