Skip to content
Beacon
Screener

BFLX vs SAMT

iShares Flexible Equity Active ETF vs Strategas Macro Thematic Opportunities ETF

BFLX

iShares Flexible Equity Active ETF

Annual cost

0.40%

Fund size

SAMT

Strategas Macro Thematic Opportunities ETF

Annual cost

0.66%

Fund size

$619M

Key differences

  • BFLX costs 0.26% less per year.
  • BFLX is classified as equity, while SAMT is alternative — different risk/return profiles.
  • BFLX follows a active selection strategy; SAMT uses tactical allocation.

Side-by-side comparison

BFLXSAMT
Annual cost (TER)0.40%0.66%
Fund size (AUM)$619M
Since20262022
Dividend yield0.62%
Asset classequityalternative
Regionglobal
Strategyactive selectiontactical allocation
CAGR 1YN/A+46.0%
CAGR 3YN/A+28.8%
CAGR 5YN/AN/A
Sharpe 3YN/A1.47
Volatility 1Y16.65%
Max drawdown-0.31%-20.57%

Similar to BFLX and SAMT