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SAMM vs AMAX

Strategas Macro Momentum ETF vs Adaptive Hedged Multi-Asset Income ETF

SAMM

Strategas Macro Momentum ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$28M

AMAX

Adaptive Hedged Multi-Asset Income ETF

Adaptive ETF

Annual cost

1.36%

Fund size

$60M

Key differences

  • SAMM costs 0.71% less per year.
  • SAMM is classified as equity, while AMAX is alternative — different risk/return profiles.
  • SAMM follows a active selection strategy; AMAX uses option income.
  • AMAX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SAMMAMAX
Annual cost (TER)0.65%1.36%
Fund size (AUM)$28M$60M
Since20242009
Dividend yield0.98%10.63%
Asset classequityalternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+26.5%+11.8%
CAGR 3YN/A+9.4%
CAGR 5YN/AN/A
Sharpe 3YN/A0.59
Volatility 1Y16.99%9.98%
Max drawdown-24.09%-16.25%

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

Similar to SAMM and AMAX