SAMM vs VO5YSAMMSAMMAvsBVOVOStrategas Macro Momentum ETF · $40MVanguard Morningstar Mid-Cap ETF · $103BReturns · dividends in[…]3 years · per year[…] · $16,445+18.0%[…]5 years · per year[…] · $13,829+6.7%Cost and income1.07%Expense ratio$107 · $3 on $10k · lower wins0.03%1.01%12-mo yield$101 · $135 on $10k1.35%
Overlap: SAMM, VO, VUGToday10.2%most shared, VO and VUGSAMMVOVUGSAMM—8.1%3.1%VO8.1%—10.2%VUG3.1%10.2%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
SAMM vs VO5YASAMMStrategas Macro Momentum[…]vsVOBVanguard Morningstar Mid-Cap$13,829MeasureSAMMVOFee1.07%0.03%Cost on $10k a year$107$3Yield1.01%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%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B2BVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%+0.3%+13.6%+14.4%+18.0%+6.7%−8.2%$103.4B3ASAMMStrategas Macro Momentum ETFReadDesk1.07%1.01%−0.4%+2.1%+5.3%newnew−17.9%$40MEnd-of-day Nov 10, 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▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B2BVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%+0.3%+13.6%+14.4%+18.0%+6.7%−8.2%$103.4B3ASAMMStrategas Macro Momentum ETFReadDesk1.07%1.01%−0.4%+2.1%+5.3%newnew−17.9%$40MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: SAMM, VO, VUGToday10.2%most shared, VO and VUGSAMMVOVUGSAMM—8.1%3.1%VO8.1%—10.2%VUG3.1%10.2%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$132most kept, VOVO$135 − $3 = $132VUG$41 − $3 = $38SAMM$101 − $107 = −$6KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee