Screener
SAMM vs FORH
Strategas Macro Momentum ETF vs Formidable ETF
Key differences
- SAMM costs 0.54% less per year.
- SAMM is classified as equity, while FORH is alternative — different risk/return profiles.
- SAMM follows a active selection strategy; FORH uses option income.
Side-by-side comparison
| SAMM | FORH | |
|---|---|---|
| Annual cost (TER) | 0.65% | 1.19% |
| Fund size (AUM) | $28M | $20M |
| Since | 2024 | 2021 |
| Dividend yield | 0.98% | 1.73% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | active selection | option income |
| CAGR 1Y | +28.2% | +13.4% |
| CAGR 3Y | N/A | +3.9% |
| CAGR 5Y | N/A | +2.0% |
| Sharpe 3Y | N/A | 0.10 |
| Volatility 1Y | 17.03% | 15.64% |
| Max drawdown | -24.09% | -20.73% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SAMM and FORH
Explore further