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HFGM vs SAMT

Unlimited HFGM Global Macro ETF vs Strategas Macro Thematic Opportunities ETF

HFGM

Unlimited HFGM Global Macro ETF

Unlimited

Annual cost

1.01%

Fund size

$133M

SAMT

Strategas Macro Thematic Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.66%

Fund size

$619M

Key differences

  • SAMT costs 0.35% less per year.
  • SAMT is significantly larger than HFGM — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

HFGMSAMT
Annual cost (TER)1.01%0.66%
Fund size (AUM)$133M$619M
Since20252022
Dividend yield5.05%0.62%
Asset classalternativealternative
Region
Strategytactical allocationtactical allocation
CAGR 1Y+42.9%+46.3%
CAGR 3YN/A+28.4%
CAGR 5YN/AN/A
Sharpe 3YN/A1.45
Volatility 1Y22.77%16.65%
Max drawdown-10.66%-20.57%

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

Similar to HFGM and SAMT