Screener
CWS vs SAMT
AdvisorShares Focused Equity ETF vs Strategas Macro Thematic Opportunities ETF
Key differences
- SAMT is significantly larger than CWS — larger funds tend to be more liquid and less likely to close.
- CWS is classified as equity, while SAMT is alternative — different risk/return profiles.
- CWS follows a active selection strategy; SAMT uses tactical allocation.
- Over the last 3 years, SAMT has delivered higher annualized returns.
- CWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CWS | SAMT | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.66% |
| Fund size (AUM) | $155M | $619M |
| Since | 2016 | 2022 |
| Dividend yield | 0.31% | 0.62% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | -0.0% | +46.3% |
| CAGR 3Y | +10.3% | +28.4% |
| CAGR 5Y | +7.9% | N/A |
| Sharpe 3Y | 0.52 | 1.45 |
| Volatility 1Y | 13.34% | 16.65% |
| Max drawdown | -33.82% | -20.57% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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