Screener
IG vs SAMT
Principal Investment Grade Corporate ETF vs Strategas Macro Thematic Opportunities ETF
Key differences
- IG costs 0.47% less per year.
- SAMT is significantly larger than IG — larger funds tend to be more liquid and less likely to close.
- IG is classified as fixed income, while SAMT is alternative — different risk/return profiles.
- IG follows a active selection strategy; SAMT uses tactical allocation.
- Over the last 3 years, SAMT has delivered higher annualized returns.
Side-by-side comparison
| IG | SAMT | |
|---|---|---|
| Annual cost (TER) | 0.19% | 0.66% |
| Fund size (AUM) | $179M | $619M |
| Since | 2018 | 2022 |
| Dividend yield | 5.06% | 0.62% |
| Asset class | fixed income | alternative |
| Region | — | — |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | +7.2% | +46.0% |
| CAGR 3Y | +5.5% | +28.8% |
| CAGR 5Y | +0.4% | N/A |
| Sharpe 3Y | 0.32 | 1.47 |
| Volatility 1Y | 4.81% | 16.65% |
| Max drawdown | -23.17% | -20.57% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to IG and SAMT
Explore further