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APIE vs SAMT

ActivePassive International Equity ETF vs Strategas Macro Thematic Opportunities ETF

APIE

ActivePassive International Equity ETF

Active Passive Funds

Annual cost

0.45%

Fund size

$1.0B

SAMT

Strategas Macro Thematic Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.66%

Fund size

$619M

Key differences

  • APIE costs 0.21% less per year.
  • APIE is classified as equity, while SAMT is alternative — different risk/return profiles.
  • APIE follows a active selection strategy; SAMT uses tactical allocation.
  • Over the last 3 years, SAMT has delivered higher annualized returns.

Side-by-side comparison

APIESAMT
Annual cost (TER)0.45%0.66%
Fund size (AUM)$1.0B$619M
Since20232022
Dividend yield3.51%0.62%
Asset classequityalternative
Regionglobal
Strategyactive selectiontactical allocation
CAGR 1Y+22.7%+46.3%
CAGR 3Y+17.2%+28.4%
CAGR 5YN/AN/A
Sharpe 3Y0.821.45
Volatility 1Y16.13%16.65%
Max drawdown-15.94%-20.57%

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

Similar to APIE and SAMT