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SAMM vs MOOD

Strategas Macro Momentum ETF vs Relative Sentiment Tactical Allocation ETF

SAMM

Strategas Macro Momentum ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$28M

MOOD

Relative Sentiment Tactical Allocation ETF

Relative Sentiment

Annual cost

0.73%

Fund size

$116M

Key differences

  • SAMM costs 0.08% less per year.
  • MOOD is significantly larger than SAMM — larger funds tend to be more liquid and less likely to close.
  • SAMM is classified as equity, while MOOD is mixed asset — different risk/return profiles.

Side-by-side comparison

SAMMMOOD
Annual cost (TER)0.65%0.73%
Fund size (AUM)$28M$116M
Since20242022
Dividend yield0.98%0.36%
Asset classequitymixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+26.5%+36.9%
CAGR 3YN/A+20.3%
CAGR 5YN/AN/A
Sharpe 3YN/A1.43
Volatility 1Y16.99%14.13%
Max drawdown-24.09%-14.34%

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

Similar to SAMM and MOOD