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SAMT vs AAXJ
Strategas Macro Thematic Opportunities ETF vs iShares MSCI All Country Asia ex Japan ETF
Key differences
- SAMT costs 0.06% less per year.
- AAXJ is significantly larger than SAMT — larger funds tend to be more liquid and less likely to close.
- SAMT is classified as alternative, while AAXJ is equity — different risk/return profiles.
- SAMT follows a tactical allocation strategy; AAXJ uses index tracking.
- Over the last 3 years, SAMT has delivered higher annualized returns.
- AAXJ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAMT | AAXJ | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.72% |
| Fund size (AUM) | $619M | $3.8B |
| Since | 2022 | 2008 |
| Dividend yield | 0.62% | 1.54% |
| Asset class | alternative | equity |
| Region | — | asia pacific |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +46.0% | +53.7% |
| CAGR 3Y | +28.8% | +23.9% |
| CAGR 5Y | N/A | +7.3% |
| Sharpe 3Y | 1.47 | 1.04 |
| Volatility 1Y | 16.65% | 20.13% |
| Max drawdown | -20.57% | -44.52% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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