VO vs SAMM5YVOVOAvsBSAMMSAMMVanguard Morningstar Mid-Cap ETF · $103BStrategas Macro Momentum ETF · $40MReturns · dividends in+18.0%3 years · per year$16,445 · […][…]+6.7%5 years · per year$13,829 · […][…]Cost and income0.03%Expense ratio$3 · $107 on $10k · lower wins1.07%1.35%12-mo yield$135 · $101 on $10k1.01%
Overlap: VO, SAMM, DFACToday19.7%most shared, VO and DFACVOSAMMDFACVO—8.1%19.7%SAMM8.1%—4.7%DFAC19.7%4.7%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
VO vs SAMM5YAVOVanguard Morningstar Mid-Cap$13,829vsSAMMBStrategas Macro Momentum[…]MeasureVOSAMMFee0.03%1.07%Cost on $10k a year$3$107Yield1.35%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%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1DFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%0.0%+13.7%+16.9%+20.5%+10.8%−8.5%$87.7B2AVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%+0.3%+13.6%+14.4%+18.0%+6.7%−8.2%$103.4B3BSAMMStrategas Macro Momentum ETFReadDesk1.07%1.01%−0.4%+2.1%+5.3%newnew−17.9%$40MEnd-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▲▼1DFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%0.0%+13.7%+16.9%+20.5%+10.8%−8.5%$87.7B2AVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%+0.3%+13.6%+14.4%+18.0%+6.7%−8.2%$103.4B3BSAMMStrategas Macro Momentum ETFReadDesk1.07%1.01%−0.4%+2.1%+5.3%newnew−17.9%$40MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
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%$122BAssets$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%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: VO, SAMM, DFACToday19.7%most shared, VO and DFACVOSAMMDFACVO—8.1%19.7%SAMM8.1%—4.7%DFAC19.7%4.7%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$132most kept, VOVO$135 − $3 = $132DFAC$88 − $21 = $67SAMM$101 − $107 = −$6KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee