Screener
SAMM vs IG
Strategas Macro Momentum ETF vs Principal Investment Grade Corporate ETF
Key differences
- IG costs 0.46% less per year.
- IG is significantly larger than SAMM — larger funds tend to be more liquid and less likely to close.
- SAMM is classified as equity, while IG is fixed income — different risk/return profiles.
- IG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAMM | IG | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.19% |
| Fund size (AUM) | $28M | $179M |
| Since | 2024 | 2018 |
| Dividend yield | 0.98% | 5.06% |
| Asset class | equity | fixed income |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +28.2% | +7.2% |
| CAGR 3Y | N/A | +5.5% |
| CAGR 5Y | N/A | +0.4% |
| Sharpe 3Y | N/A | 0.32 |
| Volatility 1Y | 17.03% | 4.81% |
| Max drawdown | -24.09% | -23.17% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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