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ANEW vs SAMM

ProShares MSCI Transformational Changes ETF vs Strategas Macro Momentum ETF

ANEW

ProShares MSCI Transformational Changes ETF

Annual cost

0.45%

Fund size

$8M

SAMM

Strategas Macro Momentum ETF

Annual cost

0.65%

Fund size

$31M

Key differences

Both ANEW and SAMM are equity ETFs. ANEW charges 0.45% a year and SAMM 0.65%. The main difference: ANEW follows a index tracking strategy; SAMM uses active selection.

  • ANEW follows a index tracking strategy; SAMM uses active selection.
  • ANEW costs 0.20% less per year.
  • SAMM is much larger than ANEW. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ANEWSAMM
Annual cost (TER)0.45%0.65%
Fund size (AUM)$8M$31M
Since20202024
Dividend yield0.61%0.93%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+2.8%+23.9%
CAGR 3Y+13.8%N/A
CAGR 5Y+3.5%N/A
Sharpe 3Y0.68N/A
Volatility 1Y13.47%17.70%
Max drawdown-39.87%-24.09%

Similar to ANEW and SAMM