VO vs SAMM

AVO

BSAMM

Measures won4–0VO wins · of 6 · 5Y

$10,000 · 5Y$13,829VO

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common8.1%VO and SAMM

SAMM

Vanguard Morningstar Mid-Cap ETF · $103BStrategas Macro Momentum ETF · $40M

+18.0%3 years · per year$16,445 · […][…]

+6.7%5 years · per year$13,829 · […][…]

0.03%Expense ratio$3 · $107 on $10k · lower wins1.07%

1.35%12-mo yield$135 · $101 on $10k1.01%

−8.2%

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	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	+0.3%	+13.6%	+14.4%	+18.0%	+6.7%	−8.2%	$103.4B
2	BSAMM	Strategas Macro Momentum ETFRead Desk		1.07%	1.01%	−0.4%	+2.1%	+5.3%	new	new	−17.9%	$40M

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	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	+0.3%	+13.6%	+14.4%	+18.0%	+6.7%	−8.2%	$103.4B
2	BSAMM	Strategas Macro Momentum ETFRead Desk		1.07%	1.01%	−0.4%	+2.1%	+5.3%	new	new	−17.9%	$40M

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

VO vs SAMM

Vanguard Morningstar Mid-Cap

$13,829

SAMM

Strategas Macro Momentum

[…]

MeasureVOSAMM

Fee0.03%1.07%

Cost on $10k a year$3$107

Yield1.35%1.01%

5 years, per year+6.7%[…]

3 years, per year+18.0%[…]

Worst drop · 1Y−8.2%−17.9%

Volatility · 1Y13.0%22.3%

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VO vs SAMM

Both

Both

$10,000 in VO, SAMM

Overlap: VO, SAMM

VO vs SAMM

SCHD vs VIG

JEPQ vs JEPI

SPYM vs SPY

Overlap: VO, SAMM

Income After Fees on $10,000