SAMT vs VOO

ASAMT

BVOO

Measures won0–5VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO

Lowest cost0.03%VOO · $3 on $10k

Most income1.05%VOO · $105 on $10k

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

Held in common17.5%SAMT and VOO

SAMT

VOO

Strategas Macro Thematic Opportunities ETF · $772MVanguard S&P 500 ETF · $1.00T

+24.1%3 years · per year$19,127 · $19,172+24.2%

[…]5 years · per year[…] · $18,115+12.6%

0.66%Expense ratio$66 · $3 on $10k · lower wins0.03%

0.66%12-mo yield$66 · $105 on $10k1.05%

−14.7%Worst dropSmaller wins−8.9%

17.1%VolatilityLower wins12.8%

0–5VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSAMT · VOO

2.5%AAPL7.4%

2.5%META2.4%

2.3%MSFT5.8%

3.3%LLY1.4%

Held in common17.5%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk		0.66%	0.66%	+0.6%	+6.4%	+8.4%	+24.1%	new	−14.7%	$772M

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk		0.66%	0.66%	+0.6%	+6.4%	+8.4%	+24.1%	new	−14.7%	$772M

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 VOO

SAMT

Strategas Macro Thematic Opportunities

[…]

VOO

Vanguard S&P 500

$18,115

MeasureSAMTVOO

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.66%1.05%

5 years, per year[…]+12.6%

3 years, per year+24.1%+24.2%

Worst drop · 1Y−14.7%−8.9%

Volatility · 1Y17.1%12.8%

5–0measures won
VOO first

17.5%

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: SAMT, VOO

Today

17.5%most shared, SAMT and VOO

SAMTVOO

SAMT—17.5%

VOO17.5%—

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

SAMT$66 − $66 = −$0

KeptFee

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