SAMM vs VUG

ASAMM

BVUG

Measures won1–3VUG wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.04%SAMM · $104 on $10k

Smallest drop−8.9%SPY · 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[…] · $18,415+22.6%

[…]5 years · per year[…] · $16,124+10.0%

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

1.04%12-mo yield$104 · $42 on $10k0.42%

−17.9%Worst dropSmaller wins−15.1%

22.2%VolatilityLower wins19.0%

1–3VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSAMM · VUG

2.5%PANW0.9%

3.2%CRWD0.7%

1.4%SNDK0.7%

2.2%FTNT0.3%

Held in common3.1%

End-of-day Nov 6, 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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ASAMM	Strategas Macro Momentum ETFRead Desk	1.07%	1.04%	−0.8%	−0.5%	+1.5%	new	new	−17.9%	$43M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ASAMM	Strategas Macro Momentum ETFRead Desk	1.07%	1.04%	−0.8%	−0.5%	+1.5%	new	new	−17.9%	$43M

End-of-day Nov 6, 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

$16,124

MeasureSAMMVUG

Fee1.07%0.03%

Cost on $10k a year$107$3

Yield1.04%0.42%

5 years, per year[…]+10.0%

3 years, per year[…]+22.6%

Worst drop · 1Y−17.9%−15.1%

Volatility · 1Y22.2%19.0%

3–1measures won
VUG first

3.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: SAMM, VUG, SPY

Today

54.8%most shared, VUG and SPY

SAMMVUGSPY

SAMM—3.1%4.4%

VUG3.1%—54.8%

SPY4.4%54.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

VUG$42 − $3 = $39

SAMM$104 − $107 = −$3

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee