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SAMM vs APUE

Strategas Macro Momentum ETF vs ActivePassive U.S. Equity ETF

SAMM

Strategas Macro Momentum ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$28M

APUE

ActivePassive U.S. Equity ETF

Active Passive Funds

Annual cost

0.31%

Fund size

$2.4B

Key differences

  • APUE costs 0.34% less per year.
  • APUE is significantly larger than SAMM — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

SAMMAPUE
Annual cost (TER)0.65%0.31%
Fund size (AUM)$28M$2.4B
Since20242023
Dividend yield0.98%0.79%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+26.5%+30.2%
CAGR 3YN/A+22.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.24
Volatility 1Y16.99%12.36%
Max drawdown-24.09%-18.83%

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

Similar to SAMM and APUE