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SAMM vs CGUS

Strategas Macro Momentum ETF vs Capital Group Core Equity ETF

SAMM

Strategas Macro Momentum ETF

Annual cost

0.65%

Fund size

$31M

CGUS

Capital Group Core Equity ETF

Annual cost

0.33%

Fund size

$10.8B

Key differences

Both SAMM and CGUS are equity ETFs. SAMM charges 0.65% a year and CGUS 0.33%. The main difference: CGUS costs 0.32% less per year.

  • CGUS costs 0.32% less per year.
  • CGUS is much larger than SAMM. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SAMMCGUS
Annual cost (TER)0.65%0.33%
Fund size (AUM)$31M$10.8B
Since20242022
Dividend yield0.93%0.87%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+25.1%+22.6%
CAGR 3YN/A+22.1%
CAGR 5YN/AN/A
Sharpe 3YN/A1.20
Volatility 1Y18.37%12.90%
Max drawdown-24.09%-22.15%

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

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