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SAMM vs SSPY
Strategas Macro Momentum ETF vs Stratified LargeCap Index ETF
Key differences
- SSPY costs 0.20% less per year.
- SSPY is significantly larger than SAMM — larger funds tend to be more liquid and less likely to close.
- SAMM follows a active selection strategy; SSPY uses index tracking.
- SSPY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAMM | SSPY | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.45% |
| Fund size (AUM) | $28M | $122M |
| Since | 2024 | 2019 |
| Dividend yield | 0.98% | 1.29% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +26.5% | +21.2% |
| CAGR 3Y | N/A | +15.1% |
| CAGR 5Y | N/A | +9.1% |
| Sharpe 3Y | N/A | 0.85 |
| Volatility 1Y | 16.99% | 10.79% |
| Max drawdown | -24.09% | -36.67% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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