SAMM vs DFAC

ASAMM

BDFAC

Measures won1–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,580DFAC · VO $13,809

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 common4.9%SAMM and DFAC

Strategas Macro Momentum ETF · $41MDimensional - US Core Equity 2 ETF · $88.3B

[…]3 years · per year[…] · $17,581+20.7%

[…]5 years · per year[…] · $16,580+10.6%

1.07%Expense ratio$107 · $21 on $10k · lower wins0.21%

1.00%12-mo yield$100 · $88 on $10k0.88%

Cards for this view

SAMM

Strategas Macro Momentum

[…]

DFAC

Dimensional - US Core Equity 2

$16,580

MeasureSAMMDFAC

Fee1.07%0.21%

Cost on $10k a year$107$21

Yield1.00%0.88%

5 years, per year[…]+10.6%

3 years, per year[…]+20.7%

Worst drop · 1Y−17.9%−8.5%

Volatility · 1Y22.4%13.1%

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	−0.7%	+14.1%	+15.4%	+20.7%	+10.6%	−8.5%	$88.3B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	−0.9%	+14.0%	+13.7%	+18.4%	+6.7%	−8.2%	$103.4B
3	ASAMM	Strategas Macro Momentum ETFRead Desk	1.07%	1.00%	−0.2%	+3.7%	+5.4%	new	new	−17.9%	$41M

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	−0.7%	+14.1%	+15.4%	+20.7%	+10.6%	−8.5%	$88.3B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	−0.9%	+14.0%	+13.7%	+18.4%	+6.7%	−8.2%	$103.4B
3	ASAMM	Strategas Macro Momentum ETFRead Desk	1.07%	1.00%	−0.2%	+3.7%	+5.4%	new	new	−17.9%	$41M

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