Screener
AGOX vs SAMT
Adaptive Alpha Opportunities ETF vs Strategas Macro Thematic Opportunities ETF
Key differences
- SAMT costs 0.67% less per year.
- AGOX follows a active selection strategy; SAMT uses tactical allocation.
- Over the last 3 years, SAMT has delivered higher annualized returns.
- AGOX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AGOX | SAMT | |
|---|---|---|
| Annual cost (TER) | 1.33% | 0.66% |
| Fund size (AUM) | $364M | $619M |
| Since | 2012 | 2022 |
| Dividend yield | 0.00% | 0.62% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | +25.0% | +46.3% |
| CAGR 3Y | +18.6% | +28.4% |
| CAGR 5Y | +8.6% | N/A |
| Sharpe 3Y | 0.78 | 1.45 |
| Volatility 1Y | 18.38% | 16.65% |
| Max drawdown | -27.72% | -20.57% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to AGOX and SAMT
Explore further