SAMT vs SPYM

ASAMT

BSPYM

Measures won0–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

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

Held in common18.0%SAMT and SPYM

SAMT

SPYM

Strategas Macro Thematic Opportunities ETF · $770MState Street SPDR Portfolio S&P 500 ETF · $182B

+24.1%3 years · per year$19,127 · $19,186+24.3%

[…]5 years · per year[…] · $18,126+12.6%

0.66%Expense ratio$66 · $2 on $10k · lower wins0.02%

0.66%12-mo yield$66 · $101 on $10k1.01%

−14.7%Worst dropSmaller wins−8.9%

17.1%VolatilityLower wins12.8%

0–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSAMT · SPYM

2.5%AAPL7.4%

2.3%MSFT5.9%

2.5%META2.1%

3.3%LLY1.7%

Held in common18.0%

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	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 SPYM

SAMT

Strategas Macro Thematic Opportunities

[…]

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureSAMTSPYM

Fee0.66%0.02%

Cost on $10k a year$66$2

Yield0.66%1.01%

5 years, per year[…]+12.6%

3 years, per year+24.1%+24.3%

Worst drop · 1Y−14.7%−8.9%

Volatility · 1Y17.1%12.8%

5–0measures won
SPYM first

18.0%

holdings shared

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

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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

Overlap: SAMT, SPYM

Today

18.0%most shared, SAMT and SPYM

SAMTSPYM

SAMT—18.0%

SPYM18.0%—

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SAMT$66 − $66 = −$0

KeptFee

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