Screener
NDAA vs SAMT
Ned Davis Research 360 Dynamic Allocation ETF vs Strategas Macro Thematic Opportunities ETF
Key differences
Both NDAA and SAMT are alternative ETFs. NDAA charges 0.65% a year and SAMT 0.66%. The main difference: SAMT is much larger than NDAA. Larger funds are usually more liquid and less likely to close.
- SAMT is much larger than NDAA. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| NDAA | SAMT | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.66% |
| Fund size (AUM) | $5M | $706M |
| Since | 2024 | 2022 |
| Dividend yield | 2.44% | 0.59% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | tactical allocation | tactical allocation |
| CAGR 1Y | +22.4% | +39.7% |
| CAGR 3Y | N/A | +28.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.40 |
| Volatility 1Y | 11.20% | 17.31% |
| Max drawdown | -13.50% | -20.57% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.