Screener
SAMM vs WTMF
Strategas Macro Momentum ETF vs WisdomTree Managed Futures Strategy Fund
Key differences
- WTMF is significantly larger than SAMM — larger funds tend to be more liquid and less likely to close.
- SAMM is classified as equity, while WTMF is alternative — different risk/return profiles.
- SAMM follows a active selection strategy; WTMF uses managed futures.
- WTMF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAMM | WTMF | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.66% |
| Fund size (AUM) | $28M | $224M |
| Since | 2024 | 2011 |
| Dividend yield | 0.98% | 2.85% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | managed futures |
| CAGR 1Y | +28.2% | +22.0% |
| CAGR 3Y | N/A | +10.0% |
| CAGR 5Y | N/A | +6.4% |
| Sharpe 3Y | N/A | 0.73 |
| Volatility 1Y | 17.03% | 8.64% |
| Max drawdown | -24.09% | -15.99% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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