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AAAA vs SAMM

Amplius Aggressive Asset Allocation ETF vs Strategas Macro Momentum ETF

AAAA

Amplius Aggressive Asset Allocation ETF

Amplius

Annual cost

0.49%

Fund size

$267M

SAMM

Strategas Macro Momentum ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$28M

Key differences

  • AAAA costs 0.16% less per year.
  • AAAA is significantly larger than SAMM — larger funds tend to be more liquid and less likely to close.
  • AAAA is classified as alternative, while SAMM is equity — different risk/return profiles.
  • AAAA follows a tactical allocation strategy; SAMM uses active selection.

Side-by-side comparison

AAAASAMM
Annual cost (TER)0.49%0.65%
Fund size (AUM)$267M$28M
Since20252024
Dividend yield0.98%
Asset classalternativeequity
Regionnorth americanorth america
Strategytactical allocationactive selection
CAGR 1YN/A+26.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y16.99%
Max drawdown-7.83%-24.09%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AAAA and SAMM