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AIFD vs SAMM

TCW Artificial Intelligence ETF vs Strategas Macro Momentum ETF

AIFD

TCW Artificial Intelligence ETF

Annual cost

0.75%

Fund size

$131M

SAMM

Strategas Macro Momentum ETF

Annual cost

0.65%

Fund size

$31M

Key differences

Both AIFD and SAMM are equity ETFs. AIFD charges 0.75% a year and SAMM 0.65%. The main difference: AIFD covers global markets; SAMM covers North America.

  • AIFD covers global markets; SAMM covers North America.
  • SAMM costs 0.10% less per year.
  • AIFD is much larger than SAMM. Larger funds are usually more liquid and less likely to close.
  • AIFD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AIFDSAMM
Annual cost (TER)0.75%0.65%
Fund size (AUM)$131M$31M
Since20172024
Dividend yield0.00%0.93%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionactive selection
CAGR 1Y+86.4%+25.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y26.54%17.72%
Max drawdown-33.20%-24.09%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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