Screener
IG vs SAMM
Principal Investment Grade Corporate ETF vs Strategas Macro Momentum ETF
Key differences
- IG costs 0.46% less per year.
- IG is significantly larger than SAMM — larger funds tend to be more liquid and less likely to close.
- IG is classified as fixed income, while SAMM is equity — different risk/return profiles.
- IG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IG | SAMM | |
|---|---|---|
| Annual cost (TER) | 0.19% | 0.65% |
| Fund size (AUM) | $179M | $28M |
| Since | 2018 | 2024 |
| Dividend yield | 5.06% | 0.98% |
| Asset class | fixed income | equity |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.2% | +28.2% |
| CAGR 3Y | +5.5% | N/A |
| CAGR 5Y | +0.4% | N/A |
| Sharpe 3Y | 0.32 | N/A |
| Volatility 1Y | 4.81% | 17.03% |
| Max drawdown | -23.17% | -24.09% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to IG and SAMM
Explore further