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FLXR vs SAMT

TCW Flexible Income ETF vs Strategas Macro Thematic Opportunities ETF

FLXR

TCW Flexible Income ETF

Annual cost

0.40%

Fund size

$3.2B

SAMT

Strategas Macro Thematic Opportunities ETF

Annual cost

0.66%

Fund size

$706M

Key differences

FLXR is a fixed income ETF, while SAMT is an alternative ETF. FLXR charges 0.40% a year and SAMT 0.66%.

  • FLXR is a fixed income fund, while SAMT is an alternative fund. They carry different risk/return profiles.
  • FLXR follows a active selection strategy; SAMT uses tactical allocation.
  • FLXR costs 0.26% less per year.
  • FLXR is much larger than SAMT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FLXRSAMT
Annual cost (TER)0.40%0.66%
Fund size (AUM)$3.2B$706M
Since20182022
Dividend yield5.71%0.59%
Asset classfixed incomealternative
Regionglobal
Strategyactive selectiontactical allocation
CAGR 1Y+5.5%+39.6%
CAGR 3YN/A+28.5%
CAGR 5YN/AN/A
Sharpe 3YN/A1.43
Volatility 1Y2.28%17.18%
Max drawdown-1.94%-20.57%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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