SCHD vs SAMT

ASCHD

BSAMT

Measures won4–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common8.6%SCHD and SAMT

SCHD

SAMT

Schwab U.S. Dividend Equity ETF · $120BStrategas Macro Thematic Opportunities ETF · $753M

+20.0%3 years · per year$17,266 · $18,417+22.6%

+10.2%5 years · per year$16,267 · […][…]

0.06%Expense ratio$6 · $66 on $10k · lower wins0.66%

3.00%12-mo yield$300 · $68 on $10k0.68%

−6.9%Worst dropSmaller wins−16.6%

11.7%VolatilityLower wins17.1%

4–1SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · SAMT

4.3%KO3.2%

4.0%CVX2.9%

1.7%TGT3.1%

0.8%ADM2.5%

Held in common8.6%

End-of-day Nov 6, 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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BSAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.68%	+0.3%	+3.6%	+6.8%	+22.6%	new	−16.6%	$753M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BSAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.68%	+0.3%	+3.6%	+6.8%	+22.6%	new	−16.6%	$753M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs SAMT

SCHD

Schwab U.S. Dividend Equity

$16,267

SAMT

Strategas Macro Thematic Opportunities

[…]

MeasureSCHDSAMT

Fee0.06%0.66%

Cost on $10k a year$6$66

Yield3.00%0.68%

5 years, per year+10.2%[…]

3 years, per year+20.0%+22.6%

Worst drop · 1Y−6.9%−16.6%

Volatility · 1Y11.7%17.1%

4–1measures won
SCHD first

8.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHD, SAMT, VIG

Today

24.2%most shared, SAMT and VIG

SCHDSAMTVIG

SCHD—8.6%14.5%

SAMT8.6%—24.2%

VIG14.5%24.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

SAMT$68 − $66 = $2

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee