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RULE vs SAMT
Adaptive Core ETF vs Strategas Macro Thematic Opportunities ETF
Key differences
- SAMT costs 1.18% less per year.
- SAMT is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.
- RULE is classified as mixed asset, while SAMT is alternative — different risk/return profiles.
- RULE follows a active selection strategy; SAMT uses tactical allocation.
- Over the last 3 years, SAMT has delivered higher annualized returns.
Side-by-side comparison
| RULE | SAMT | |
|---|---|---|
| Annual cost (TER) | 1.84% | 0.66% |
| Fund size (AUM) | $14M | $619M |
| Since | 2021 | 2022 |
| Dividend yield | 0.00% | 0.62% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | +41.5% | +46.3% |
| CAGR 3Y | +16.7% | +28.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.81 | 1.45 |
| Volatility 1Y | 19.69% | 16.65% |
| Max drawdown | -30.48% | -20.57% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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