Skip to content
Screener

SAMT vs FPAG

Strategas Macro Thematic Opportunities ETF vs FPA Global Equity ETF

SAMT

Strategas Macro Thematic Opportunities ETF

Annual cost

0.66%

Fund size

$706M

FPAG

FPA Global Equity ETF

Annual cost

0.49%

Fund size

$517M

Key differences

SAMT is an alternative ETF, while FPAG is an equity ETF. SAMT charges 0.66% a year and FPAG 0.49%.

  • SAMT is an alternative fund, while FPAG is an equity fund. They carry different risk/return profiles.
  • SAMT follows a tactical allocation strategy; FPAG uses index tracking.
  • FPAG costs 0.17% less per year.
  • Over the last three years, SAMT has delivered higher annualized returns.

Side-by-side comparison

SAMTFPAG
Annual cost (TER)0.66%0.49%
Fund size (AUM)$706M$517M
Since20222021
Dividend yield0.59%1.40%
Asset classalternativeequity
Regionglobal
Strategytactical allocationindex tracking
CAGR 1Y+39.6%+22.7%
CAGR 3Y+28.5%+21.5%
CAGR 5YN/AN/A
Sharpe 3Y1.431.05
Volatility 1Y17.18%14.85%
Max drawdown-20.57%-28.43%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

Similar to SAMT and FPAG