Screener
SAMT vs DINE
Strategas Macro Thematic Opportunities ETF vs Simplify Tax Aware Diversified Income Strategy ETF
Key differences
SAMT is an alternative ETF, while DINE is an equity ETF. SAMT charges 0.66% a year and DINE 0.15%.
- SAMT is an alternative fund, while DINE is an equity fund. They carry different risk/return profiles.
- SAMT follows a tactical allocation strategy; DINE uses active selection.
- DINE costs 0.51% less per year.
- SAMT is much larger than DINE. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| SAMT | DINE | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.15% |
| Fund size (AUM) | $706M | $3M |
| Since | 2022 | 2026 |
| Dividend yield | 0.59% | — |
| Asset class | alternative | equity |
| Region | — | emerging markets |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +39.7% | N/A |
| CAGR 3Y | +28.0% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.40 | N/A |
| Volatility 1Y | 17.31% | — |
| Max drawdown | -20.57% | -1.23% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.