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SAMM vs AAAA

Strategas Macro Momentum ETF vs Amplius Aggressive Asset Allocation ETF

SAMM

Strategas Macro Momentum ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$28M

AAAA

Amplius Aggressive Asset Allocation ETF

Amplius

Annual cost

0.49%

Fund size

$267M

Key differences

  • AAAA costs 0.16% less per year.
  • AAAA is significantly larger than SAMM — larger funds tend to be more liquid and less likely to close.
  • SAMM is classified as equity, while AAAA is alternative — different risk/return profiles.
  • SAMM follows a active selection strategy; AAAA uses tactical allocation.

Side-by-side comparison

SAMMAAAA
Annual cost (TER)0.65%0.49%
Fund size (AUM)$28M$267M
Since20242025
Dividend yield0.98%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectiontactical allocation
CAGR 1Y+26.5%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y16.99%
Max drawdown-24.09%-7.83%

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

Similar to SAMM and AAAA