Skip to content
Beacon
Screener

SAMM vs IEMG

Strategas Macro Momentum ETF vs iShares Core MSCI Emerging Markets ETF

SAMM

Strategas Macro Momentum ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$28M

IEMG

iShares Core MSCI Emerging Markets ETF

iShares

Annual cost

0.09%

Fund size

$151.2B

Key differences

  • IEMG costs 0.56% less per year.
  • IEMG is significantly larger than SAMM — larger funds tend to be more liquid and less likely to close.
  • SAMM covers north america markets; IEMG covers emerging markets.
  • SAMM follows a active selection strategy; IEMG uses index tracking.
  • IEMG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SAMMIEMG
Annual cost (TER)0.65%0.09%
Fund size (AUM)$28M$151.2B
Since20242012
Dividend yield0.98%2.37%
Asset classequityequity
Regionnorth americaemerging markets
Strategyactive selectionindex tracking
CAGR 1Y+28.2%+49.6%
CAGR 3YN/A+23.5%
CAGR 5YN/A+8.3%
Sharpe 3YN/A1.09
Volatility 1Y17.03%19.35%
Max drawdown-24.09%-38.71%

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

Similar to SAMM and IEMG