VOO vs SAMT

AVOO

BSAMT

Measures won4–1VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common17.7%VOO and SAMT

VOO

SAMT

Vanguard S&P 500 ETF · $1.00TStrategas Macro Thematic Opportunities ETF · $775M

+21.8%3 years · per year$18,079 · $18,417+22.6%

+11.4%5 years · per year$17,177 · […][…]

0.03%Expense ratio$3 · $66 on $10k · lower wins0.66%

1.10%12-mo yield$110 · $68 on $10k0.68%

−8.9%Worst dropSmaller wins−16.6%

13.5%VolatilityLower wins17.1%

4–1VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsVOO · SAMT

7.4%AAPL2.6%

2.4%META2.5%

5.8%MSFT2.4%

1.4%LLY3.3%

Held in common17.7%

End-of-day Nov 6, 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	AVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSAMT	Strategas Macro Thematic Opportunities ETFRead Desk		0.66%	0.68%	+0.3%	+3.6%	+6.8%	+22.6%	new	−16.6%	$775M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSAMT	Strategas Macro Thematic Opportunities ETFRead Desk		0.66%	0.68%	+0.3%	+3.6%	+6.8%	+22.6%	new	−16.6%	$775M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VOO vs SAMT

VOO

Vanguard S&P 500

$17,177

SAMT

Strategas Macro Thematic Opportunities

[…]

MeasureVOOSAMT

Fee0.03%0.66%

Cost on $10k a year$3$66

Yield1.10%0.68%

5 years, per year+11.4%[…]

3 years, per year+21.8%+22.6%

Worst drop · 1Y−8.9%−16.6%

Volatility · 1Y13.5%17.1%

4–1measures won
VOO first

17.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: VOO, SAMT

Today

17.7%most shared, VOO and SAMT

VOOSAMT

VOO—17.7%

SAMT17.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SAMT$68 − $66 = $2

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee