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APUE vs SAMM

ActivePassive U.S. Equity ETF vs Strategas Macro Momentum ETF

APUE

ActivePassive U.S. Equity ETF

Active Passive Funds

Annual cost

0.31%

Fund size

$2.4B

SAMM

Strategas Macro Momentum ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$28M

Key differences

  • APUE costs 0.34% less per year.
  • APUE is significantly larger than SAMM — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

APUESAMM
Annual cost (TER)0.31%0.65%
Fund size (AUM)$2.4B$28M
Since20232024
Dividend yield0.79%0.98%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+30.2%+26.5%
CAGR 3Y+22.9%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.24N/A
Volatility 1Y12.36%16.99%
Max drawdown-18.83%-24.09%

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

Similar to APUE and SAMM