SAMT vs VTI

ASAMT

BVTI

Measures won1–4VTI wins · of 6 · 5Y

$10,000 · 5Y$16,332VTI

Lowest cost0.03%VTI · $3 on $10k

Most income1.10%VTI · $110 on $10k

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

Held in common16.5%SAMT and VTI

SAMT

VTI

Strategas Macro Thematic Opportunities ETF · $770MVanguard Morningstar Total Stock Market ETF · $689B

+22.8%3 years · per year$18,534 · $18,113+21.9%

[…]5 years · per year[…] · $16,332+10.3%

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 wins13.7%

1–4VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSAMT · VTI

2.6%AAPL6.6%

2.4%MSFT5.2%

2.5%META2.2%

3.3%LLY1.3%

Held in common16.5%

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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
2	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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
2	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 VTI

SAMT

Strategas Macro Thematic Opportunities

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,332

MeasureSAMTVTI

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.68%1.10%

5 years, per year[…]+10.3%

3 years, per year+22.8%+21.9%

Worst drop · 1Y−16.6%−8.9%

Volatility · 1Y17.2%13.7%

4–1measures won
VTI first

16.5%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

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, VTI

Today

16.5%most shared, SAMT and VTI

SAMTVTI

SAMT—16.5%

VTI16.5%—

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

Income After Fees on $10,000

$107most kept, VTI

VTI$110 − $3 = $107

SAMT$68 − $66 = $2

KeptFee

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