Screener
LALT vs SAMT
First Trust Multi-Strategy Alternative ETF vs Strategas Macro Thematic Opportunities ETF
Key differences
Both LALT and SAMT are alternative ETFs. LALT charges 1.18% a year and SAMT 0.66%. The main difference: LALT follows a multi strategy strategy; SAMT uses tactical allocation.
- LALT follows a multi strategy strategy; SAMT uses tactical allocation.
- SAMT costs 0.52% less per year.
- SAMT is much larger than LALT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SAMT has delivered higher annualized returns.
Side-by-side comparison
| LALT | SAMT | |
|---|---|---|
| Annual cost (TER) | 1.18% | 0.66% |
| Fund size (AUM) | $65M | $706M |
| Since | 2023 | 2022 |
| Dividend yield | 3.68% | 0.59% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | multi strategy | tactical allocation |
| CAGR 1Y | +19.2% | +39.7% |
| CAGR 3Y | +10.1% | +28.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.04 | 1.40 |
| Volatility 1Y | 7.01% | 17.31% |
| Max drawdown | -6.96% | -20.57% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.