Screener
SAMT vs AIFD
Strategas Macro Thematic Opportunities ETF vs TCW Artificial Intelligence ETF
Key differences
SAMT is an alternative ETF, while AIFD is an equity ETF. SAMT charges 0.66% a year and AIFD 0.75%.
- SAMT is an alternative fund, while AIFD is an equity fund. They carry different risk/return profiles.
- SAMT follows a tactical allocation strategy; AIFD uses active selection.
- SAMT costs 0.09% less per year.
- SAMT is much larger than AIFD. Larger funds are usually more liquid and less likely to close.
- AIFD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAMT | AIFD | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.75% |
| Fund size (AUM) | $706M | $131M |
| Since | 2022 | 2017 |
| Dividend yield | 0.59% | 0.00% |
| Asset class | alternative | equity |
| Region | — | global |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +39.6% | +86.4% |
| CAGR 3Y | +28.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.43 | N/A |
| Volatility 1Y | 17.18% | 26.54% |
| Max drawdown | -20.57% | -33.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.