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SAMM vs WZRD

Strategas Macro Momentum ETF vs Opportunistic Trader ETF

SAMM

Strategas Macro Momentum ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$28M

WZRD

Opportunistic Trader ETF

Tuttle Capital Management, LLC

Annual cost

1.00%

Fund size

$4M

Key differences

  • SAMM costs 0.35% less per year.
  • SAMM is significantly larger than WZRD — larger funds tend to be more liquid and less likely to close.
  • SAMM is classified as equity, while WZRD is alternative — different risk/return profiles.
  • SAMM follows a active selection strategy; WZRD uses structured outcome.

Side-by-side comparison

SAMMWZRD
Annual cost (TER)0.65%1.00%
Fund size (AUM)$28M$4M
Since20242025
Dividend yield0.98%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionstructured outcome
CAGR 1Y+26.5%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y16.99%
Max drawdown-24.09%-71.81%

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

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