Screener
SAMT vs AAVM
Strategas Macro Thematic Opportunities ETF vs Alpha Architect Global Factor Equity ETF
Key differences
- AAVM costs 0.28% less per year.
- SAMT is significantly larger than AAVM — larger funds tend to be more liquid and less likely to close.
- SAMT is classified as alternative, while AAVM is equity — different risk/return profiles.
- SAMT follows a tactical allocation strategy; AAVM uses active selection.
- Over the last 3 years, SAMT has delivered higher annualized returns.
- AAVM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAMT | AAVM | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.38% |
| Fund size (AUM) | $619M | $24M |
| Since | 2022 | 2017 |
| Dividend yield | 0.62% | 1.79% |
| Asset class | alternative | equity |
| Region | — | — |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +46.3% | +34.4% |
| CAGR 3Y | +28.4% | +18.6% |
| CAGR 5Y | N/A | +7.5% |
| Sharpe 3Y | 1.45 | 0.84 |
| Volatility 1Y | 16.65% | 15.23% |
| Max drawdown | -20.57% | -34.71% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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