Screener
SAMM vs VFMO
Strategas Macro Momentum ETF vs Vanguard U.S. Momentum Factor ETF ETF Shares
Key differences
Both SAMM and VFMO are equity ETFs. SAMM charges 0.65% a year and VFMO 0.13%. The main difference: VFMO costs 0.52% less per year.
- VFMO costs 0.52% less per year.
- VFMO is much larger than SAMM. Larger funds are usually more liquid and less likely to close.
- VFMO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAMM | VFMO | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.13% |
| Fund size (AUM) | $31M | $1.7B |
| Since | 2024 | 2018 |
| Dividend yield | 0.93% | 0.64% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.1% | +44.1% |
| CAGR 3Y | N/A | +27.9% |
| CAGR 5Y | N/A | +13.9% |
| Sharpe 3Y | N/A | 1.07 |
| Volatility 1Y | 18.37% | 22.13% |
| Max drawdown | -24.09% | -36.77% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.