SAMM vs DFAC5YSAMMSAMMAvsBDFACDFACStrategas Macro Momentum ETF · $42MDimensional - US Core Equity 2 ETF · $87.6BReturns · dividends in[…]3 years · per year[…] · $17,599+20.7%[…]5 years · per year[…] · $16,443+10.5%Cost and income1.07%Expense ratio$107 · $21 on $10k · lower wins0.21%1.00%12-mo yield$100 · $88 on $10k0.88%
Overlap: SAMM, VUG, DFACToday35.8%most shared, VUG and DFACSAMMVUGDFACSAMM—3.1%4.9%VUG3.1%—35.8%DFAC4.9%35.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SAMM vs DFAC5YASAMMStrategas Macro Momentum[…]vsDFACBDimensional - US Core Equity 2$16,443MeasureSAMMDFACFee1.07%0.21%Cost on $10k a year$107$21Yield1.00%0.88%5 years, per year[…]+10.5%3 years, per year[…]+20.7%Worst drop · 1Y−17.9%−8.5%Volatility · 1Y22.4%13.1%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BDFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%−0.1%+13.9%+15.1%+20.7%+10.5%−8.5%$87.6B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B3ASAMMStrategas Macro Momentum ETFReadDesk1.07%1.00%−0.6%+3.1%+4.1%newnew−17.9%$42MEnd-of-day Nov 13, 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▲▼1BDFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%−0.1%+13.9%+15.1%+20.7%+10.5%−8.5%$87.6B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B3ASAMMStrategas Macro Momentum ETFReadDesk1.07%1.00%−0.6%+3.1%+4.1%newnew−17.9%$42MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: SAMM, VUG, DFACToday35.8%most shared, VUG and DFACSAMMVUGDFACSAMM—3.1%4.9%VUG3.1%—35.8%DFAC4.9%35.8%—End-of-day Nov 13, 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$100 − $107 = −$7KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee