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SAMT vs CGGR

Strategas Macro Thematic Opportunities ETF vs Capital Group Growth ETF

SAMT

Strategas Macro Thematic Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.66%

Fund size

$619M

CGGR

Capital Group Growth ETF

Capital Group

Annual cost

0.39%

Fund size

$22.2B

Key differences

  • CGGR costs 0.27% less per year.
  • CGGR is significantly larger than SAMT — larger funds tend to be more liquid and less likely to close.
  • SAMT is classified as alternative, while CGGR is equity — different risk/return profiles.
  • SAMT follows a tactical allocation strategy; CGGR uses active selection.
  • Over the last 3 years, SAMT has delivered higher annualized returns.

Side-by-side comparison

SAMTCGGR
Annual cost (TER)0.66%0.39%
Fund size (AUM)$619M$22.2B
Since20222022
Dividend yield0.62%0.10%
Asset classalternativeequity
Regionglobal
Strategytactical allocationactive selection
CAGR 1Y+46.3%+22.6%
CAGR 3Y+28.4%+26.5%
CAGR 5YN/AN/A
Sharpe 3Y1.451.14
Volatility 1Y16.65%16.28%
Max drawdown-20.57%-28.90%

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

Similar to SAMT and CGGR