VIG vs SAMT

AVIG

BSAMT

Measures won4–1VIG wins · of 6 · 5Y

$10,000 · 5Y$17,075DGRO · VIG $16,583

Lowest cost0.04%VIG · $4 on $10k

Most income1.83%DGRO · $183 on $10k

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

Held in common23.7%VIG and SAMT

Vanguard Dividend Appreciation ETF · $109BStrategas Macro Thematic Opportunities ETF · $755M

+18.6%3 years · per year$16,696 · $18,271+22.3%

+10.6%5 years · per year$16,583 · […][…]

0.04%Expense ratio$4 · $66 on $10k · lower wins0.66%

1.46%12-mo yield$146 · $67 on $10k

Cards for this view

VIG

Vanguard Dividend Appreciation

$16,583

SAMT

Strategas Macro Thematic Opportunities

[…]

MeasureVIGSAMT

Fee0.04%0.66%

Cost on $10k a year$4$66

Yield1.46%0.67%

5 years, per year+10.6%[…]

3 years, per year+18.6%+22.3%

Worst drop · 1Y−7.9%−16.6%

Volatility · 1Y11.0%

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.83%	+0.3%	+19.1%	+22.8%	+20.4%	+11.3%	−6.5%	$45.5B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
3	BSAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.67%	−0.1%	+5.1%	+8.5%	+22.3%	new	−16.6%	$755M

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.83%	+0.3%	+19.1%	+22.8%	+20.4%	+11.3%	−6.5%	$45.5B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
3	BSAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.67%	−0.1%	+5.1%	+8.5%	+22.3%	new	−16.6%	$755M

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