SAMT vs SPY

ASAMT

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SPY $17,118

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common18.2%SAMT and SPY

SAMT

SPY

Strategas Macro Thematic Opportunities ETF · $775MState Street SPDR S&P 500 ETF · $819B

+22.6%3 years · per year$18,417 · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.66%Expense ratio$66 · $9 on $10k · lower wins0.09%

0.68%12-mo yield$68 · $103 on $10k1.03%

−16.6%Worst dropSmaller wins−8.9%

17.1%VolatilityLower wins13.6%

1–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSAMT · SPY

2.6%AAPL7.9%

2.4%MSFT6.3%

2.5%META2.1%

3.3%LLY1.7%

Held in common18.2%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSPY	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
3	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.68%	+0.3%	+3.6%	+6.8%	+22.6%	new	−16.6%	$775M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSPY	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
3	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.68%	+0.3%	+3.6%	+6.8%	+22.6%	new	−16.6%	$775M

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

SAMT vs SPY

SAMT

Strategas Macro Thematic Opportunities

[…]

SPY

SPDR S&P 500

$17,118

MeasureSAMTSPY

Fee0.66%0.09%

Cost on $10k a year$66$9

Yield0.68%1.03%

5 years, per year[…]+11.3%

3 years, per year+22.6%+21.7%

Worst drop · 1Y−16.6%−8.9%

Volatility · 1Y17.1%13.6%

4–1measures won
SPY first

18.2%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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: SAMT, SPY, VOO

Today

92.2%most shared, SPY and VOO

SAMTSPYVOO

SAMT—18.2%17.7%

SPY18.2%—92.2%

VOO17.7%92.2%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPY$103 − $9 = $94

SAMT$68 − $66 = $2

KeptFee

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