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SAGP vs SAMT

Strategas Global Policy Opportunities ETF vs Strategas Macro Thematic Opportunities ETF

SAGP

Strategas Global Policy Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$75M

SAMT

Strategas Macro Thematic Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.66%

Fund size

$619M

Key differences

  • SAMT is significantly larger than SAGP — larger funds tend to be more liquid and less likely to close.
  • SAGP is classified as equity, while SAMT is alternative — different risk/return profiles.
  • SAGP follows a active selection strategy; SAMT uses tactical allocation.
  • Over the last 3 years, SAMT has delivered higher annualized returns.

Side-by-side comparison

SAGPSAMT
Annual cost (TER)0.65%0.66%
Fund size (AUM)$75M$619M
Since20222022
Dividend yield0.52%0.62%
Asset classequityalternative
Regionglobal
Strategyactive selectiontactical allocation
CAGR 1Y+17.1%+46.3%
CAGR 3Y+15.3%+28.4%
CAGR 5YN/AN/A
Sharpe 3Y0.881.45
Volatility 1Y12.97%16.65%
Max drawdown-22.90%-20.57%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SAGP and SAMT