SAMT vs SCHD

ASAMT

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SCHD $16,881

Lowest cost0.04%VIG · $4 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common8.6%SAMT and SCHD

SAMT

SCHD

Strategas Macro Thematic Opportunities ETF · $770MSchwab U.S. Dividend Equity ETF · $123B

+24.1%3 years · per year$19,127 · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

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

0.66%12-mo yield$66 · $291 on $10k2.91%

−14.7%Worst dropSmaller wins−6.9%

17.1%VolatilityLower wins11.5%

1–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSAMT · SCHD

3.1%KO4.2%

3.0%CVX4.2%

3.0%TGT1.7%

2.5%ADM0.8%

Held in common8.6%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.66%	+0.6%	+6.4%	+8.4%	+24.1%	new	−14.7%	$770M

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.66%	+0.6%	+6.4%	+8.4%	+24.1%	new	−14.7%	$770M

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

SAMT vs SCHD

SAMT

Strategas Macro Thematic Opportunities

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSAMTSCHD

Fee0.66%0.06%

Cost on $10k a year$66$6

Yield0.66%2.91%

5 years, per year[…]+11.0%

3 years, per year+24.1%+21.4%

Worst drop · 1Y−14.7%−6.9%

Volatility · 1Y17.1%11.5%

4–1measures won
SCHD first

8.6%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SAMT, SCHD, VIG

Today

23.9%most shared, SAMT and VIG

SAMTSCHDVIG

SAMT—8.6%23.9%

SCHD8.6%—14.5%

VIG23.9%14.5%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

SAMT$66 − $66 = −$0

KeptFee

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