SAMM vs VTV5YSAMMSAMMAvsBVTVVTVStrategas Macro Momentum ETF · $42MVanguard Morningstar Value ETF · $184BReturns · dividends in[…]3 years · per year[…] · $17,795+21.2%[…]5 years · per year[…] · $17,885+12.3%Cost and income1.07%Expense ratio$107 · $3 on $10k · lower wins0.03%1.00%12-mo yield$100 · $182 on $10k1.82%
Overlap: SAMM, VTV, VOToday28.5%most shared, VTV and VOSAMMVTVVOSAMM—6.6%8.1%VTV6.6%—28.5%VO8.1%28.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
SAMM vs VTV5YASAMMStrategas Macro Momentum[…]vsVTVBVanguard Morningstar Value$17,885MeasureSAMMVTVFee1.07%0.03%Cost on $10k a year$107$3Yield1.00%1.82%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%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2VOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%−0.9%+14.0%+13.7%+18.4%+6.7%−8.2%$103.4B3ASAMMStrategas Macro Momentum ETFReadDesk1.07%1.00%−0.2%+3.7%+5.4%newnew−17.9%$42MEnd-of-day Nov 12, 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%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2VOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%−0.9%+14.0%+13.7%+18.4%+6.7%−8.2%$103.4B3ASAMMStrategas Macro Momentum ETFReadDesk1.07%1.00%−0.2%+3.7%+5.4%newnew−17.9%$42MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+21.7%vsBSSCHVSchwab+19.2%Jan 1Nov 12+21.7%+19.2%+21.7%Year to date+19.2%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: SAMM, VTV, VOToday28.5%most shared, VTV and VOSAMMVTVVOSAMM—6.6%8.1%VTV6.6%—28.5%VO8.1%28.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$179most kept, VTVVTV$182 − $3 = $179VO$135 − $3 = $132SAMM$100 − $107 = −$7KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee