SAMT vs SCHD

ASAMT

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,095DGRO · SCHD $16,418

Lowest cost0.06%SCHD · $6 on $10k

Most income2.93%SCHD · $293 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common8.4%SAMT and SCHD

Strategas Macro Thematic Opportunities ETF · $766MSchwab U.S. Dividend Equity ETF · $123B

+22.6%3 years · per year$18,441 · $17,234+19.9%

[…]5 years · per year[…] · $16,418+10.4%

0.66%Expense ratio$66 · $6 on $10k · lower wins0.06%

0.66%12-mo yield$66 · $293 on $10k

Cards for this view

SAMT

Strategas Macro Thematic Opportunities

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureSAMTSCHD

Fee0.66%0.06%

Cost on $10k a year$66$6

Yield0.66%2.93%

5 years, per year[…]+10.4%

3 years, per year+22.6%+19.9%

Worst drop · 1Y−16.6%−6.9%

Volatility · 1Y17.1%

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.82%	+0.5%	+19.8%	+22.9%	+20.7%	+11.3%	−6.5%	$45.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.66%	+0.5%	+5.6%	+7.8%	+22.6%	new	−16.6%	$766M

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.82%	+0.5%	+19.8%	+22.9%	+20.7%	+11.3%	−6.5%	$45.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.66%	+0.5%	+5.6%	+7.8%	+22.6%	new	−16.6%	$766M

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