Screener
SAMM vs IMTM
Strategas Macro Momentum ETF vs iShares MSCI Intl Momentum Factor ETF
Key differences
Both SAMM and IMTM are equity ETFs. SAMM charges 0.65% a year and IMTM 0.30%. The main difference: SAMM follows a active selection strategy; IMTM uses index tracking.
- SAMM follows a active selection strategy; IMTM uses index tracking.
- SAMM covers North America; IMTM covers global markets excluding the US.
- IMTM costs 0.35% less per year.
- IMTM is much larger than SAMM. Larger funds are usually more liquid and less likely to close.
- IMTM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAMM | IMTM | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.30% |
| Fund size (AUM) | $31M | $4.0B |
| Since | 2024 | 2015 |
| Dividend yield | 0.93% | 2.09% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +25.1% | +25.1% |
| CAGR 3Y | N/A | +22.0% |
| CAGR 5Y | N/A | +9.7% |
| Sharpe 3Y | N/A | 1.04 |
| Volatility 1Y | 18.37% | 17.97% |
| Max drawdown | -24.09% | -30.68% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.