Screener
SAMM vs KAT
Strategas Macro Momentum ETF vs Scharf ETF
Key differences
- SAMM costs 0.10% less per year.
- KAT is significantly larger than SAMM — larger funds tend to be more liquid and less likely to close.
- KAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAMM | KAT | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.75% |
| Fund size (AUM) | $28M | $688M |
| Since | 2024 | 2011 |
| Dividend yield | 0.98% | 0.39% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +26.5% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 16.99% | — |
| Max drawdown | -24.09% | -9.25% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SAMM and KAT
Explore further