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AFOS vs SAMM

ARS Focused Opportunities Strategy ETF vs Strategas Macro Momentum ETF

AFOS

ARS Focused Opportunities Strategy ETF

ARS Investment Partners, LLC

Annual cost

0.45%

Fund size

$272M

SAMM

Strategas Macro Momentum ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$28M

Key differences

  • AFOS costs 0.20% less per year.
  • AFOS is significantly larger than SAMM — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

AFOSSAMM
Annual cost (TER)0.45%0.65%
Fund size (AUM)$272M$28M
Since20252024
Dividend yield0.98%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+26.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y16.99%
Max drawdown-11.52%-24.09%

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

Similar to AFOS and SAMM