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SAMT vs CGGE

Strategas Macro Thematic Opportunities ETF vs Capital Group Global Equity ETF

SAMT

Strategas Macro Thematic Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.66%

Fund size

$619M

CGGE

Capital Group Global Equity ETF

Capital Group

Annual cost

0.47%

Fund size

$2.5B

Key differences

  • CGGE costs 0.19% less per year.
  • CGGE is significantly larger than SAMT — larger funds tend to be more liquid and less likely to close.
  • SAMT is classified as alternative, while CGGE is equity — different risk/return profiles.
  • SAMT follows a tactical allocation strategy; CGGE uses index tracking.

Side-by-side comparison

SAMTCGGE
Annual cost (TER)0.66%0.47%
Fund size (AUM)$619M$2.5B
Since20222024
Dividend yield0.62%0.39%
Asset classalternativeequity
Regionglobal
Strategytactical allocationindex tracking
CAGR 1Y+46.3%+23.0%
CAGR 3Y+28.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.45N/A
Volatility 1Y16.65%13.84%
Max drawdown-20.57%-14.44%

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

Similar to SAMT and CGGE