SAMT vs SCHD

ASAMT

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · JEPI $14,510

Lowest cost0.06%SCHD · $6 on $10k

Most income7.86%JEPI · $786 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common8.4%SAMT and SCHD

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

+22.4%3 years · per year$18,346 · $17,257+19.9%

[…]5 years · per year[…] · $16,429+10.4%

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

0.67%12-mo yield$67 · $293 on $10k

Cards for this view

SAMT

Strategas Macro Thematic Opportunities

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureSAMTSCHD

Fee0.66%0.06%

Cost on $10k a year$66$6

Yield0.67%2.93%

5 years, per year[…]+10.4%

3 years, per year+22.4%+19.9%

Worst drop · 1Y−16.6%−6.9%

Volatility · 1Y17.1%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
3	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.67%	−0.5%	+5.1%	+7.8%	+22.4%	new	−16.6%	$766M

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
3	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.67%	−0.5%	+5.1%	+7.8%	+22.4%	new	−16.6%	$766M

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