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SAMM vs SCHE

Strategas Macro Momentum ETF vs Schwab Emerging Markets Equity ETF

SAMM

Strategas Macro Momentum ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$28M

SCHE

Schwab Emerging Markets Equity ETF

Schwab ETFs

Annual cost

0.07%

Fund size

$12.3B

Key differences

  • SCHE costs 0.58% less per year.
  • SCHE is significantly larger than SAMM — larger funds tend to be more liquid and less likely to close.
  • SAMM covers north america markets; SCHE covers emerging markets.
  • SAMM follows a active selection strategy; SCHE uses index tracking.
  • SCHE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SAMMSCHE
Annual cost (TER)0.65%0.07%
Fund size (AUM)$28M$12.3B
Since20242010
Dividend yield0.98%2.67%
Asset classequityequity
Regionnorth americaemerging markets
Strategyactive selectionindex tracking
CAGR 1Y+28.2%+28.8%
CAGR 3YN/A+18.6%
CAGR 5YN/A+5.9%
Sharpe 3YN/A0.90
Volatility 1Y17.03%16.20%
Max drawdown-24.09%-36.16%

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

Similar to SAMM and SCHE