Screener
IPAC vs SAMM
iShares Core MSCI Pacific ETF vs Strategas Macro Momentum ETF
Key differences
- IPAC costs 0.56% less per year.
- IPAC is significantly larger than SAMM — larger funds tend to be more liquid and less likely to close.
- IPAC follows a index tracking strategy; SAMM uses active selection.
- IPAC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IPAC | SAMM | |
|---|---|---|
| Annual cost (TER) | 0.09% | 0.65% |
| Fund size (AUM) | $2.5B | $28M |
| Since | 2014 | 2024 |
| Dividend yield | 3.92% | 0.98% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +28.9% | +28.2% |
| CAGR 3Y | +16.7% | N/A |
| CAGR 5Y | +8.2% | N/A |
| Sharpe 3Y | 0.80 | N/A |
| Volatility 1Y | 16.62% | 17.03% |
| Max drawdown | -31.00% | -24.09% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to IPAC and SAMM
Explore further