Screener
AIFD vs SAMT
TCW Artificial Intelligence ETF vs Strategas Macro Thematic Opportunities ETF
Key differences
AIFD is an equity ETF, while SAMT is an alternative ETF. AIFD charges 0.75% a year and SAMT 0.66%.
- AIFD is an equity fund, while SAMT is an alternative fund. They carry different risk/return profiles.
- AIFD follows a active selection strategy; SAMT uses tactical allocation.
- SAMT costs 0.09% less per year.
- SAMT is much larger than AIFD. 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
| AIFD | SAMT | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.66% |
| Fund size (AUM) | $131M | $706M |
| Since | 2017 | 2022 |
| Dividend yield | 0.00% | 0.59% |
| Asset class | equity | alternative |
| Region | global | — |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | +86.4% | +39.6% |
| CAGR 3Y | N/A | +28.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.43 |
| Volatility 1Y | 26.54% | 17.18% |
| Max drawdown | -33.20% | -20.57% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.