SAMM vs VUG

ASAMM

BVUG

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IWF $16,559

Lowest cost0.03%VUG · $3 on $10k

Most income0.97%SAMM · $97 on $10k

Smallest drop−13.0%SAMM · worst fall in 1Y

Held in common3.1%SAMM and VUG

SAMM

VUG

Strategas Macro Momentum ETF · $43MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $19,712+25.4%

[…]5 years · per year[…] · $17,153+11.4%

1.07%Expense ratio$107 · $3 on $10k · lower wins0.03%

0.97%12-mo yield$97 · $40 on $10k0.40%

−13.0%Worst dropSmaller wins−16.1%

21.3%VolatilityLower wins18.2%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSAMM · VUG

2.6%PANW0.9%

3.3%CRWD0.7%

1.9%SNDK0.7%

2.1%FTNT0.3%

Held in common3.1%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	ASAMM	Strategas Macro Momentum ETFRead Desk	1.07%	0.97%	−1.2%	+6.9%	+7.2%	new	new	−13.0%	$43M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	ASAMM	Strategas Macro Momentum ETFRead Desk	1.07%	0.97%	−1.2%	+6.9%	+7.2%	new	new	−13.0%	$43M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SAMM vs VUG

SAMM

Strategas Macro Momentum

[…]

VUG

Vanguard Morningstar Growth

$17,153

MeasureSAMMVUG

Fee1.07%0.03%

Cost on $10k a year$107$3

Yield0.97%0.40%

5 years, per year[…]+11.4%

3 years, per year[…]+25.4%

Worst drop · 1Y−13.0%−16.1%

Volatility · 1Y21.3%18.2%

2–2measures won
level

3.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SAMM, VUG, IWF

Today

77.4%most shared, VUG and IWF

SAMMVUGIWF

SAMM—3.1%5.9%

VUG3.1%—77.4%

IWF5.9%77.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

IWF$37 − $18 = $19

SAMM$97 − $107 = −$10

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee