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SAMM vs VOTE

Strategas Macro Momentum ETF vs TCW Transform 500 ETF

SAMM

Strategas Macro Momentum ETF

Annual cost

0.65%

Fund size

$31M

VOTE

TCW Transform 500 ETF

Annual cost

0.05%

Fund size

$1.1B

Key differences

Both SAMM and VOTE are equity ETFs. SAMM charges 0.65% a year and VOTE 0.05%. The main difference: SAMM follows a active selection strategy; VOTE uses index tracking.

  • SAMM follows a active selection strategy; VOTE uses index tracking.
  • VOTE costs 0.60% less per year.
  • VOTE is much larger than SAMM. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SAMMVOTE
Annual cost (TER)0.65%0.05%
Fund size (AUM)$31M$1.1B
Since20242021
Dividend yield0.93%0.89%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+25.2%+26.1%
CAGR 3YN/A+22.6%
CAGR 5YN/AN/A
Sharpe 3YN/A1.19
Volatility 1Y17.72%12.40%
Max drawdown-24.09%-25.70%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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