Skip to content
Beacon
Screener

SAMT vs APIE

Strategas Macro Thematic Opportunities ETF vs ActivePassive International Equity ETF

SAMT

Strategas Macro Thematic Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.66%

Fund size

$619M

APIE

ActivePassive International Equity ETF

Active Passive Funds

Annual cost

0.45%

Fund size

$1.0B

Key differences

  • APIE costs 0.21% less per year.
  • SAMT is classified as alternative, while APIE is equity — different risk/return profiles.
  • SAMT follows a tactical allocation strategy; APIE uses active selection.
  • Over the last 3 years, SAMT has delivered higher annualized returns.

Side-by-side comparison

SAMTAPIE
Annual cost (TER)0.66%0.45%
Fund size (AUM)$619M$1.0B
Since20222023
Dividend yield0.62%3.51%
Asset classalternativeequity
Regionglobal
Strategytactical allocationactive selection
CAGR 1Y+46.3%+22.7%
CAGR 3Y+28.4%+17.2%
CAGR 5YN/AN/A
Sharpe 3Y1.450.82
Volatility 1Y16.65%16.13%
Max drawdown-20.57%-15.94%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SAMT and APIE