USMV vs SAMM

AUSMV

BSAMM

Measures won4–0USMV wins · of 6 · 5Y

$10,000 · 5Y$14,373USMV

Lowest cost0.15%USMV · $15 on $10k

Most income1.37%USMV · $137 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common5.0%USMV and SAMM

USMV

SAMM

iShares MSCI USA Min Vol Factor ETF · $24.3BStrategas Macro Momentum ETF · $41M

+13.7%3 years · per year$14,688 · […][…]

+7.5%5 years · per year$14,373 · […][…]

0.15%Expense ratio$15 · $107 on $10k · lower wins1.07%

1.37%12-mo yield$137 · $101 on $10k1.01%

−6.5%

End-of-day Nov 10, 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	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.37%	+0.2%	+10.8%	+12.6%	+13.7%	+7.5%	−6.5%	$24.3B
2	BSAMM	Strategas Macro Momentum ETFRead Desk		1.07%	1.01%	−0.4%	+2.1%	+5.3%	new	new	−17.9%	$41M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.37%	+0.2%	+10.8%	+12.6%	+13.7%	+7.5%	−6.5%	$24.3B
2	BSAMM	Strategas Macro Momentum ETFRead Desk		1.07%	1.01%	−0.4%	+2.1%	+5.3%	new	new	−17.9%	$41M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USMV vs SAMM

USMV

iShares MSCI USA Min Vol Factor

$14,373

SAMM

Strategas Macro Momentum

[…]

MeasureUSMVSAMM

Fee0.15%1.07%

Cost on $10k a year$15$107

Yield1.37%1.01%

5 years, per year+7.5%[…]

3 years, per year+13.7%[…]

Worst drop · 1Y−6.5%−17.9%

Volatility · 1Y9.2%

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USMV vs SAMM

Both

Both

$10,000 in USMV, SAMM

Overlap: USMV, SAMM

USMV vs SAMM

SCHD vs VIG

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Overlap: USMV, SAMM

Income After Fees on $10,000