SAMM vs VTV5YSAMMSAMMAvsBVTVVTVStrategas Macro Momentum ETF · $41MVanguard Morningstar Value ETF · $184BReturns · dividends in[…]3 years · per year[…] · $17,809+21.2%[…]5 years · per year[…] · $17,892+12.3%Cost and income1.07%Expense ratio$107 · $3 on $10k · lower wins0.03%0.99%12-mo yield$99 · $181 on $10k1.81%
Overlap: SAMM, VTV, IWFToday11.9%most shared, VTV and IWFSAMMVTVIWFSAMM—6.4%5.5%VTV6.4%—11.9%IWF5.5%11.9%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
SAMM vs VTV5YASAMMStrategas Macro Momentum[…]vsVTVBVanguard Morningstar Value$17,892MeasureSAMMVTVFee1.07%0.03%Cost on $10k a year$107$3Yield0.99%1.81%5 years, per year[…]+12.3%3 years, per year[…]+21.2%Worst drop · 1Y−17.9%−6.4%Volatility · 1Y22.4%10.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+1.0%+22.3%+25.5%+21.2%+12.3%−6.4%$184.2B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$119.2B3ASAMMStrategas Macro Momentum ETFReadDesk1.07%0.99%+1.8%+4.0%+5.6%newnew−17.9%$41MEnd-of-day Nov 11, 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▲▼1BVTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+1.0%+22.3%+25.5%+21.2%+12.3%−6.4%$184.2B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$119.2B3ASAMMStrategas Macro Momentum ETFReadDesk1.07%0.99%+1.8%+4.0%+5.6%newnew−17.9%$41MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
VTV vs SCHVYTDVanguardVTVVA+22.3%vsBSSCHVSchwab+19.9%Jan 1Nov 11+22.3%+19.9%+22.3%Year to date+19.9%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
Overlap: SAMM, VTV, IWFToday11.9%most shared, VTV and IWFSAMMVTVIWFSAMM—6.4%5.5%VTV6.4%—11.9%IWF5.5%11.9%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$178most kept, VTVVTV$181 − $3 = $178IWF$37 − $18 = $19SAMM$99 − $107 = −$8KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee