SPY vs SAMM

ASPY

BSAMM

Measures won4–0SPY wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.00%SPY · $100 on $10k

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

Held in common4.6%SPY and SAMM

SPY

SAMM

State Street SPDR S&P 500 ETF · $793BStrategas Macro Momentum ETF · $41M

+21.8%3 years · per year$18,083 · […][…]

+11.8%5 years · per year$17,481 · […][…]

0.09%Expense ratio$9 · $107 on $10k · lower wins1.07%

1.00%12-mo yield$100 · $99 on $10k0.99%

−8.9%

End-of-day Nov 11, 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	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
2	BSAMM	Strategas Macro Momentum ETFRead Desk		1.07%	0.99%	+1.8%	+4.0%	+5.6%	new	new	−17.9%	$41M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
2	BSAMM	Strategas Macro Momentum ETFRead Desk		1.07%	0.99%	+1.8%	+4.0%	+5.6%	new	new	−17.9%	$41M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPY vs SAMM

SPY

SPDR S&P 500

$17,481

SAMM

Strategas Macro Momentum

[…]

MeasureSPYSAMM

Fee0.09%1.07%

Cost on $10k a year$9$107

Yield1.00%0.99%

5 years, per year+11.8%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%−17.9%

Volatility · 1Y13.7%22.4%

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SPY vs SAMM

Both

Both

$10,000 in SPY, SAMM

Overlap: SPY, SAMM

SPY vs SAMM

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Income After Fees on $10,000