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SAMM vs AFOS

Strategas Macro Momentum ETF vs ARS Focused Opportunities Strategy ETF

SAMM

Strategas Macro Momentum ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$28M

AFOS

ARS Focused Opportunities Strategy ETF

ARS Investment Partners, LLC

Annual cost

0.45%

Fund size

$272M

Key differences

  • AFOS costs 0.20% less per year.
  • AFOS is significantly larger than SAMM — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

SAMMAFOS
Annual cost (TER)0.65%0.45%
Fund size (AUM)$28M$272M
Since20242025
Dividend yield0.98%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
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%-11.52%

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

Similar to SAMM and AFOS