Screener
SAMM vs XNAV
Strategas Macro Momentum ETF vs FundX Aggressive ETF
Key differences
- SAMM costs 0.62% less per year.
- SAMM is classified as equity, while XNAV is alternative — different risk/return profiles.
- XNAV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAMM | XNAV | |
|---|---|---|
| Annual cost (TER) | 0.65% | 1.27% |
| Fund size (AUM) | $28M | $31M |
| Since | 2024 | 2002 |
| Dividend yield | 0.98% | 0.51% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +28.2% | +44.5% |
| CAGR 3Y | N/A | +25.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.08 |
| Volatility 1Y | 17.03% | 16.54% |
| Max drawdown | -24.09% | -24.27% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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