SAMT vs VTI

ASAMT

BVTI

Measures won1–4VTI wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · VTI $16,697

Lowest cost0.03%VTI · $3 on $10k

Most income1.07%VOO · $107 on $10k

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

Held in common17.2%SAMT and VTI

SAMT

VTI

Strategas Macro Thematic Opportunities ETF · $755MVanguard Morningstar Total Stock Market ETF · $689B

+22.5%3 years · per year$18,389 · $18,090+21.8%

[…]5 years · per year[…] · $16,697+10.8%

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

0.67%12-mo yield$67 · $106 on $10k1.06%

−16.6%Worst dropSmaller wins−8.9%

17.2%VolatilityLower wins13.9%

1–4VTI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSAMT · VTI

2.6%AAPL6.6%

2.4%MSFT5.2%

2.5%META2.2%

3.3%LLY1.3%

Held in common17.2%

End-of-day Nov 9, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.67%	+1.6%	+5.2%	+10.0%	+22.5%	new	−16.6%	$755M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.67%	+1.6%	+5.2%	+10.0%	+22.5%	new	−16.6%	$755M

End-of-day Nov 9, 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

$16,697

MeasureSAMTVTI

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.67%1.06%

5 years, per year[…]+10.8%

3 years, per year+22.5%+21.8%

Worst drop · 1Y−16.6%−8.9%

Volatility · 1Y17.2%13.9%

4–1measures won
VTI first

17.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: SAMT, VTI, VOO

Today

89.0%most shared, VTI and VOO

SAMTVTIVOO

SAMT—17.2%18.6%

VTI17.2%—89.0%

VOO18.6%89.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

VTI$106 − $3 = $103

SAMT$67 − $66 = $1

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee