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ASAMT

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,513VIG · JEPI $14,519

Lowest cost0.04%VIG · $4 on $10k

Most income7.87%JEPI · $787 on $10k

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

Held in common23.2%SAMT and VIG

Strategas Macro Thematic Opportunities ETF · $767MVanguard Dividend Appreciation ETF · $116B

+22.4%3 years · per year$18,348 · $16,797+18.9%

[…]5 years · per year[…] · $16,513+10.6%

0.66%Expense ratio$66 · $4 on $10k · lower wins0.04%

0.67%12-mo yield$67 · $145 on $10k

Cards for this view

SAMT

Strategas Macro Thematic Opportunities

[…]

VIG

Vanguard Dividend Appreciation

$16,513

MeasureSAMTVIG

Fee0.66%0.04%

Cost on $10k a year$66$4

Yield0.67%1.45%

5 years, per year[…]+10.6%

3 years, per year+22.4%+18.9%

Worst drop · 1Y−16.6%−7.9%

Volatility · 1Y17.1%

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1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$115.8B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.0B
3	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.67%	+0.1%	+5.3%	+7.7%	+22.4%	new	−16.6%	$767M

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1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$115.8B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.0B
3	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.67%	+0.1%	+5.3%	+7.7%	+22.4%	new	−16.6%	$767M