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SAMM vs CGIE

Strategas Macro Momentum ETF vs Capital Group International Equity ETF

SAMM

Strategas Macro Momentum ETF

Annual cost

0.65%

Fund size

$31M

CGIE

Capital Group International Equity ETF

Annual cost

0.54%

Fund size

$2.2B

Key differences

Both SAMM and CGIE are equity ETFs. SAMM charges 0.65% a year and CGIE 0.54%. The main difference: SAMM follows a active selection strategy; CGIE uses index tracking.

  • SAMM follows a active selection strategy; CGIE uses index tracking.
  • SAMM covers North America; CGIE covers global markets excluding the US.
  • CGIE costs 0.11% less per year.
  • CGIE is much larger than SAMM. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SAMMCGIE
Annual cost (TER)0.65%0.54%
Fund size (AUM)$31M$2.2B
Since20242023
Dividend yield0.93%1.11%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+25.1%+13.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y18.37%16.67%
Max drawdown-24.09%-13.81%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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