Screener
FRWD vs SAMT
Nomura Transformational Technologies ETF vs Strategas Macro Thematic Opportunities ETF
Key differences
FRWD is an equity ETF, while SAMT is an alternative ETF. FRWD charges 0.65% a year and SAMT 0.66%.
- FRWD is an equity fund, while SAMT is an alternative fund. They carry different risk/return profiles.
- FRWD follows a active selection strategy; SAMT uses tactical allocation.
- SAMT is much larger than FRWD. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FRWD | SAMT | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.66% |
| Fund size (AUM) | $223M | $706M |
| Since | 2026 | 2022 |
| Dividend yield | — | 0.59% |
| Asset class | equity | alternative |
| Region | — | — |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | N/A | +37.5% |
| CAGR 3Y | N/A | +28.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.44 |
| Volatility 1Y | — | 17.20% |
| Max drawdown | -18.49% | -20.57% |
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