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FPAA vs SAMT

FPA Global Allocation ETF vs Strategas Macro Thematic Opportunities ETF

FPAA

FPA Global Allocation ETF

Annual cost

Fund size

SAMT

Strategas Macro Thematic Opportunities ETF

Annual cost

0.66%

Fund size

$706M

Key differences

FPAA is a mixed asset ETF, while SAMT is an alternative ETF.

  • FPAA is a mixed asset fund, while SAMT is an alternative fund. They carry different risk/return profiles.
  • FPAA follows a active selection strategy; SAMT uses tactical allocation.

Side-by-side comparison

FPAASAMT
Annual cost (TER)0.66%
Fund size (AUM)$706M
Since2022
Dividend yield0.59%
Asset classmixed assetalternative
Regionglobal
Strategyactive selectiontactical allocation
CAGR 1YN/A+39.6%
CAGR 3YN/A+28.5%
CAGR 5YN/AN/A
Sharpe 3YN/A1.43
Volatility 1Y17.18%
Max drawdown-20.57%

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

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