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AFOS vs SAMT

ARS Focused Opportunities Strategy ETF vs Strategas Macro Thematic Opportunities ETF

AFOS

ARS Focused Opportunities Strategy ETF

ARS Investment Partners, LLC

Annual cost

0.45%

Fund size

$272M

SAMT

Strategas Macro Thematic Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.66%

Fund size

$619M

Key differences

  • AFOS costs 0.21% less per year.
  • AFOS is classified as equity, while SAMT is alternative — different risk/return profiles.
  • AFOS follows a active selection strategy; SAMT uses tactical allocation.

Side-by-side comparison

AFOSSAMT
Annual cost (TER)0.45%0.66%
Fund size (AUM)$272M$619M
Since20252022
Dividend yield0.62%
Asset classequityalternative
Regionnorth america
Strategyactive selectiontactical allocation
CAGR 1YN/A+46.3%
CAGR 3YN/A+28.4%
CAGR 5YN/AN/A
Sharpe 3YN/A1.45
Volatility 1Y16.65%
Max drawdown-11.52%-20.57%

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

Similar to AFOS and SAMT