Screener
SAMT vs AGOX
Strategas Macro Thematic Opportunities ETF vs Adaptive Alpha Opportunities ETF
Key differences
- SAMT costs 0.67% less per year.
- SAMT follows a tactical allocation strategy; AGOX uses active selection.
- Over the last 3 years, SAMT has delivered higher annualized returns.
- AGOX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAMT | AGOX | |
|---|---|---|
| Annual cost (TER) | 0.66% | 1.33% |
| Fund size (AUM) | $619M | $364M |
| Since | 2022 | 2012 |
| Dividend yield | 0.62% | 0.00% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +46.3% | +25.0% |
| CAGR 3Y | +28.4% | +18.6% |
| CAGR 5Y | N/A | +8.6% |
| Sharpe 3Y | 1.45 | 0.78 |
| Volatility 1Y | 16.65% | 18.38% |
| Max drawdown | -20.57% | -27.72% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SAMT and AGOX
Explore further