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IMF vs SAMT

Invesco Managed Futures Strategy ETF vs Strategas Macro Thematic Opportunities ETF

IMF

Invesco Managed Futures Strategy ETF

Annual cost

0.65%

Fund size

$304M

SAMT

Strategas Macro Thematic Opportunities ETF

Annual cost

0.66%

Fund size

$706M

Key differences

Both IMF and SAMT are alternative ETFs. IMF charges 0.65% a year and SAMT 0.66%. The main difference: IMF follows a managed futures strategy; SAMT uses tactical allocation.

  • IMF follows a managed futures strategy; SAMT uses tactical allocation.

Side-by-side comparison

IMFSAMT
Annual cost (TER)0.65%0.66%
Fund size (AUM)$304M$706M
Since20252022
Dividend yield0.89%0.59%
Asset classalternativealternative
Region
Strategymanaged futurestactical allocation
CAGR 1Y+18.0%+39.7%
CAGR 3YN/A+28.0%
CAGR 5YN/AN/A
Sharpe 3YN/A1.40
Volatility 1Y10.60%17.31%
Max drawdown-15.10%-20.57%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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