Screener
MOOD vs SAMT
Relative Sentiment Tactical Allocation ETF vs Strategas Macro Thematic Opportunities ETF
Key differences
Both MOOD and SAMT are alternative ETFs. MOOD charges 0.73% a year and SAMT 0.66%. The main difference: SAMT costs 0.07% less per year.
- SAMT costs 0.07% less per year.
- SAMT is much larger than MOOD. 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
| MOOD | SAMT | |
|---|---|---|
| Annual cost (TER) | 0.73% | 0.66% |
| Fund size (AUM) | $143M | $706M |
| Since | 2022 | 2022 |
| Dividend yield | 0.35% | 0.59% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | tactical allocation | tactical allocation |
| CAGR 1Y | +34.3% | +39.7% |
| CAGR 3Y | +20.6% | +28.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.43 | 1.40 |
| Volatility 1Y | 14.49% | 17.31% |
| Max drawdown | -14.34% | -20.57% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.