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SAMM vs CGXU

Strategas Macro Momentum ETF vs Capital Group International Focus Equity ETF

SAMM

Strategas Macro Momentum ETF

Annual cost

0.65%

Fund size

$31M

CGXU

Capital Group International Focus Equity ETF

Annual cost

0.54%

Fund size

$6.2B

Key differences

Both SAMM and CGXU are equity ETFs. SAMM charges 0.65% a year and CGXU 0.54%. The main difference: SAMM covers North America; CGXU covers global markets excluding the US.

  • SAMM covers North America; CGXU covers global markets excluding the US.
  • CGXU costs 0.11% less per year.
  • CGXU is much larger than SAMM. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SAMMCGXU
Annual cost (TER)0.65%0.54%
Fund size (AUM)$31M$6.2B
Since20242022
Dividend yield0.93%4.50%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+25.1%+36.6%
CAGR 3YN/A+17.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.76
Volatility 1Y18.37%21.11%
Max drawdown-24.09%-25.64%

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

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