Screener
FLXR vs SAMM
TCW Flexible Income ETF vs Strategas Macro Momentum ETF
Key differences
FLXR is a fixed income ETF, while SAMM is an equity ETF. FLXR charges 0.40% a year and SAMM 0.65%.
- FLXR is a fixed income fund, while SAMM is an equity fund. They carry different risk/return profiles.
- FLXR covers global markets; SAMM covers North America.
- FLXR costs 0.25% less per year.
- FLXR is much larger than SAMM. Larger funds are usually more liquid and less likely to close.
- FLXR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FLXR | SAMM | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.65% |
| Fund size (AUM) | $3.2B | $31M |
| Since | 2018 | 2024 |
| Dividend yield | 5.71% | 0.93% |
| Asset class | fixed income | equity |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.5% | +25.2% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 2.28% | 17.72% |
| Max drawdown | -1.94% | -24.09% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.