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HFGM vs SAMM

Unlimited HFGM Global Macro ETF vs Strategas Macro Momentum ETF

HFGM

Unlimited HFGM Global Macro ETF

Unlimited

Annual cost

1.01%

Fund size

$133M

SAMM

Strategas Macro Momentum ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$28M

Key differences

  • SAMM costs 0.36% less per year.
  • HFGM is significantly larger than SAMM — larger funds tend to be more liquid and less likely to close.
  • HFGM is classified as alternative, while SAMM is equity — different risk/return profiles.
  • HFGM follows a tactical allocation strategy; SAMM uses active selection.

Side-by-side comparison

HFGMSAMM
Annual cost (TER)1.01%0.65%
Fund size (AUM)$133M$28M
Since20252024
Dividend yield5.05%0.98%
Asset classalternativeequity
Regionnorth america
Strategytactical allocationactive selection
CAGR 1Y+42.9%+26.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y22.77%16.99%
Max drawdown-10.66%-24.09%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to HFGM and SAMM