SAMT vs VOO

ASAMT

BVOO

Measures won1–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%VOO · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common17.8%SAMT and VOO

SAMT

VOO

Strategas Macro Thematic Opportunities ETF · $770MVanguard S&P 500 ETF · $1.00T

+22.8%3 years · per year$18,534 · $18,224+22.1%

[…]5 years · per year[…] · $17,156+11.4%

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

0.68%12-mo yield$68 · $110 on $10k1.10%

−16.6%Worst dropSmaller wins−8.9%

17.2%VolatilityLower wins13.5%

1–4VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSAMT · VOO

2.6%AAPL7.4%

2.4%MSFT5.8%

2.5%META2.4%

3.3%LLY1.4%

Held in common17.8%

End-of-day Nov 5, 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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.68%	−2.9%	+3.4%	+7.5%	+22.8%	new	−16.6%	$770M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.68%	−2.9%	+3.4%	+7.5%	+22.8%	new	−16.6%	$770M

End-of-day Nov 5, 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

$17,156

MeasureSAMTVOO

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.68%1.10%

5 years, per year[…]+11.4%

3 years, per year+22.8%+22.1%

Worst drop · 1Y−16.6%−8.9%

Volatility · 1Y17.2%13.5%

4–1measures won
VOO first

17.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SAMT, VOO, IVV

Today

93.5%most shared, VOO and IVV

SAMTVOOIVV

SAMT—17.8%18.2%

VOO17.8%—93.5%

IVV18.2%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SAMT$68 − $66 = $2

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee