Screener
RLY vs SAMT
State Street Multi-Asset Real Return ETF vs Strategas Macro Thematic Opportunities ETF
Key differences
RLY is a mixed asset ETF, while SAMT is an alternative ETF. RLY charges 0.50% a year and SAMT 0.66%.
- RLY is a mixed asset fund, while SAMT is an alternative fund. They carry different risk/return profiles.
- RLY follows a active selection strategy; SAMT uses tactical allocation.
- RLY costs 0.16% less per year.
- Over the last three years, SAMT has delivered higher annualized returns.
- RLY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RLY | SAMT | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.66% |
| Fund size (AUM) | $1.2B | $706M |
| Since | 2012 | 2022 |
| Dividend yield | 2.89% | 0.59% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | +28.7% | +37.5% |
| CAGR 3Y | +15.3% | +28.5% |
| CAGR 5Y | +10.4% | N/A |
| Sharpe 3Y | 0.99 | 1.44 |
| Volatility 1Y | 10.33% | 17.20% |
| Max drawdown | -34.17% | -20.57% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.