USMV vs SAMM5YUSMVUSMVAvsBSAMMSAMMiShares MSCI USA Min Vol Factor ETF · $24.3BStrategas Macro Momentum ETF · $41MReturns · dividends in+13.7%3 years · per year$14,688 · […][…]+7.5%5 years · per year$14,373 · […][…]Cost and income0.15%Expense ratio$15 · $107 on $10k · lower wins1.07%1.37%12-mo yield$137 · $101 on $10k1.01%
Overlap: USMV, SAMM, VTVToday34.4%most shared, USMV and VTVUSMVSAMMVTVUSMV—5.0%34.4%SAMM5.0%—6.4%VTV34.4%6.4%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
USMV vs SAMM5YAUSMViShares MSCI USA Min Vol Factor$14,373vsSAMMBStrategas Macro Momentum[…]MeasureUSMVSAMMFee0.15%1.07%Cost on $10k a year$15$107Yield1.37%1.01%5 years, per year+7.5%[…]3 years, per year+13.7%[…]Worst drop · 1Y−6.5%−17.9%Volatility · 1Y9.2%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.83%+0.1%+21.0%+24.8%+20.7%+12.2%−6.4%$184.2B2AUSMViShares MSCI USA Min Vol Factor ETFReadDesk0.15%1.37%+0.2%+10.8%+12.6%+13.7%+7.5%−6.5%$24.3B3BSAMMStrategas Macro Momentum ETFReadDesk1.07%1.01%−0.4%+2.1%+5.3%newnew−17.9%$41MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.83%+0.1%+21.0%+24.8%+20.7%+12.2%−6.4%$184.2B2AUSMViShares MSCI USA Min Vol Factor ETFReadDesk0.15%1.37%+0.2%+10.8%+12.6%+13.7%+7.5%−6.5%$24.3B3BSAMMStrategas Macro Momentum ETFReadDesk1.07%1.01%−0.4%+2.1%+5.3%newnew−17.9%$41MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+21.0%vsBSSCHVSchwab+18.8%Jan 1Nov 10+21.0%+18.8%+21.0%Year to date+18.8%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: USMV, SAMM, VTVToday34.4%most shared, USMV and VTVUSMVSAMMVTVUSMV—5.0%34.4%SAMM5.0%—6.4%VTV34.4%6.4%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$180most kept, VTVVTV$183 − $3 = $180USMV$137 − $15 = $122SAMM$101 − $107 = −$6KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee