Screener
FORH vs SAMT
Formidable ETF vs Strategas Macro Thematic Opportunities ETF
Key differences
- SAMT costs 0.53% less per year.
- SAMT is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH follows a option income strategy; SAMT uses tactical allocation.
- Over the last 3 years, SAMT has delivered higher annualized returns.
Side-by-side comparison
| FORH | SAMT | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.66% |
| Fund size (AUM) | $20M | $619M |
| Since | 2021 | 2022 |
| Dividend yield | 1.73% | 0.62% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | option income | tactical allocation |
| CAGR 1Y | +13.1% | +46.3% |
| CAGR 3Y | +3.7% | +28.4% |
| CAGR 5Y | +1.7% | N/A |
| Sharpe 3Y | 0.08 | 1.45 |
| Volatility 1Y | 15.66% | 16.65% |
| Max drawdown | -20.73% | -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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