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AVIG

BSAMT

Measures won4–1VIG wins · of 6 · 5Y

$10,000 · 5Y$17,051DGRO · VIG $16,513

Lowest cost0.04%VIG · $4 on $10k

Most income2.92%SCHD · $292 on $10k

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

Held in common23.2%VIG and SAMT

Vanguard Dividend Appreciation ETF · $116BStrategas Macro Thematic Opportunities ETF · $767M

+18.9%3 years · per year$16,797 · $18,348+22.4%

+10.6%5 years · per year$16,513 · […][…]

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

1.45%12-mo yield$145 · $67 on $10k

Cards for this view

VIG

Vanguard Dividend Appreciation

$16,513

SAMT

Strategas Macro Thematic Opportunities

[…]

MeasureVIGSAMT

Fee0.04%0.66%

Cost on $10k a year$4$66

Yield1.45%0.67%

5 years, per year+10.6%[…]

3 years, per year+18.9%+22.4%

Worst drop · 1Y−7.9%−16.6%

Volatility · 1Y11.0%

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.82%	+0.2%	+19.9%	+21.1%	+20.9%	+11.3%	−6.5%	$46.0B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$115.8B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
4	BSAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.67%	+0.1%	+5.3%	+7.7%	+22.4%	new	−16.6%	$767M

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.82%	+0.2%	+19.9%	+21.1%	+20.9%	+11.3%	−6.5%	$46.0B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$115.8B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
4	BSAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.67%	+0.1%	+5.3%	+7.7%	+22.4%	new	−16.6%	$767M