SAMT vs IVV

ASAMT

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common18.2%SAMT and IVV

SAMT

IVV

Strategas Macro Thematic Opportunities ETF · $770MiShares Core S&P 500 ETF · $887B

+22.8%3 years · per year$18,534 · $18,221+22.1%

[…]5 years · per year[…] · $17,151+11.4%

0.66%Expense ratio$66 · $3 on $10k · lower wins0.03%

0.68%12-mo yield$68 · $114 on $10k1.14%

−16.6%Worst dropSmaller wins−8.9%

17.2%VolatilityLower wins13.6%

1–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSAMT · IVV

2.6%AAPL7.7%

2.4%MSFT6.2%

2.5%META2.1%

3.3%LLY1.7%

Held in common18.2%

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk		0.66%	0.68%	−2.9%	+3.4%	+7.5%	+22.8%	new	−16.6%	$770M

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk		0.66%	0.68%	−2.9%	+3.4%	+7.5%	+22.8%	new	−16.6%	$770M

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

Cards for this view

SAMT vs IVV

SAMT

Strategas Macro Thematic Opportunities

[…]

IVV

iShares Core S&P 500

$17,151

MeasureSAMTIVV

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.68%1.14%

5 years, per year[…]+11.4%

3 years, per year+22.8%+22.1%

Worst drop · 1Y−16.6%−8.9%

Volatility · 1Y17.2%13.6%

4–1measures won
IVV first

18.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: SAMT, IVV

Today

18.2%most shared, SAMT and IVV

SAMTIVV

SAMT—18.2%

IVV18.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SAMT$68 − $66 = $2

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee