Screener
EPP vs SAMT
iShares MSCI Pacific ex Japan ETF vs Strategas Macro Thematic Opportunities ETF
Key differences
- EPP costs 0.19% less per year.
- EPP is significantly larger than SAMT — larger funds tend to be more liquid and less likely to close.
- EPP is classified as equity, while SAMT is alternative — different risk/return profiles.
- EPP follows a index tracking strategy; SAMT uses tactical allocation.
- Over the last 3 years, SAMT has delivered higher annualized returns.
- EPP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPP | SAMT | |
|---|---|---|
| Annual cost (TER) | 0.47% | 0.66% |
| Fund size (AUM) | $2.1B | $619M |
| Since | 2001 | 2022 |
| Dividend yield | 3.43% | 0.62% |
| Asset class | equity | alternative |
| Region | global | — |
| Strategy | index tracking | tactical allocation |
| CAGR 1Y | +19.4% | +46.0% |
| CAGR 3Y | +12.7% | +28.8% |
| CAGR 5Y | +5.4% | N/A |
| Sharpe 3Y | 0.58 | 1.47 |
| Volatility 1Y | 14.53% | 16.65% |
| Max drawdown | -39.30% | -20.57% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to EPP and SAMT
Explore further