SAMM vs VO

ASAMM

BVO

Measures won0–4VO wins · of 6 · 5Y

$10,000 · 5Y$13,829VO

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common8.1%SAMM and VO

SAMM

Strategas Macro Momentum ETF · $40MVanguard Morningstar Mid-Cap ETF · $103B

[…]3 years · per year[…] · $16,445+18.0%

[…]5 years · per year[…] · $13,829+6.7%

1.07%Expense ratio$107 · $3 on $10k · lower wins0.03%

1.01%12-mo yield$101 · $135 on $10k1.35%

−17.9%Worst dropSmaller wins

End-of-day Nov 10, 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
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	+0.3%	+13.6%	+14.4%	+18.0%	+6.7%	−8.2%	$103.4B
2	ASAMM	Strategas Macro Momentum ETFRead Desk		1.07%	1.01%	−0.4%	+2.1%	+5.3%	new	new	−17.9%	$40M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	+0.3%	+13.6%	+14.4%	+18.0%	+6.7%	−8.2%	$103.4B
2	ASAMM	Strategas Macro Momentum ETFRead Desk		1.07%	1.01%	−0.4%	+2.1%	+5.3%	new	new	−17.9%	$40M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SAMM vs VO

SAMM

Strategas Macro Momentum

[…]

Vanguard Morningstar Mid-Cap

$13,829

MeasureSAMMVO

Fee1.07%0.03%

Cost on $10k a year$107$3

Yield1.01%1.35%

5 years, per year[…]+6.7%

3 years, per year[…]+18.0%

Worst drop · 1Y−17.9%−8.2%

Volatility · 1Y22.3%13.0%

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SAMM vs VO

Both

Both

$10,000 in SAMM, VO

Overlap: SAMM, VO

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Income After Fees on $10,000