SAMM vs VUG5YSAMMSAMMAvsBVUGVUGStrategas Macro Momentum ETF · $40MVanguard Morningstar Growth ETF · $233BReturns · dividends in[…]3 years · per year[…] · $18,230+22.2%[…]5 years · per year[…] · $16,394+10.4%Cost and income1.07%Expense ratio$107 · $3 on $10k · lower wins0.03%1.01%12-mo yield$101 · $41 on $10k0.41%
Overlap: SAMM, VUG, DFACToday35.8%most shared, VUG and DFACSAMMVUGDFACSAMM—3.1%4.7%VUG3.1%—35.8%DFAC4.7%35.8%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
SAMM vs VUG5YASAMMStrategas Macro Momentum[…]vsVUGBVanguard Morningstar Growth$16,394MeasureSAMMVUGFee1.07%0.03%Cost on $10k a year$107$3Yield1.01%0.41%5 years, per year[…]+10.4%3 years, per year[…]+22.2%Worst drop · 1Y−17.9%−15.1%Volatility · 1Y22.3%19.1%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1DFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%0.0%+13.7%+16.9%+20.5%+10.8%−8.5%$87.7B2BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3ASAMMStrategas 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▲▼1DFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%0.0%+13.7%+16.9%+20.5%+10.8%−8.5%$87.7B2BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3ASAMMStrategas 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, VUG, DFACToday35.8%most shared, VUG and DFACSAMMVUGDFACSAMM—3.1%4.7%VUG3.1%—35.8%DFAC4.7%35.8%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$67most kept, DFACDFAC$88 − $21 = $67VUG$41 − $3 = $38SAMM$101 − $107 = −$6KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee