Screener
SAMM vs MTUM
Strategas Macro Momentum ETF vs iShares MSCI USA Momentum Factor ETF
Key differences
Both SAMM and MTUM are equity ETFs. SAMM charges 0.65% a year and MTUM 0.15%. The main difference: SAMM follows a active selection strategy; MTUM uses index tracking.
- SAMM follows a active selection strategy; MTUM uses index tracking.
- MTUM costs 0.50% less per year.
- MTUM is much larger than SAMM. Larger funds are usually more liquid and less likely to close.
- MTUM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAMM | MTUM | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.15% |
| Fund size (AUM) | $31M | $26.7B |
| Since | 2024 | 2013 |
| Dividend yield | 0.93% | 0.62% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +25.1% | +40.7% |
| CAGR 3Y | N/A | +34.5% |
| CAGR 5Y | N/A | +14.8% |
| Sharpe 3Y | N/A | 1.36 |
| Volatility 1Y | 18.37% | 20.87% |
| Max drawdown | -24.09% | -34.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.