Screener
SAMT vs FRWD
Strategas Macro Thematic Opportunities ETF vs Nomura Transformational Technologies ETF
Key differences
SAMT is an alternative ETF, while FRWD is an equity ETF. SAMT charges 0.66% a year and FRWD 0.65%.
- SAMT is an alternative fund, while FRWD is an equity fund. They carry different risk/return profiles.
- SAMT follows a tactical allocation strategy; FRWD uses active selection.
- SAMT is much larger than FRWD. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| SAMT | FRWD | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.65% |
| Fund size (AUM) | $706M | $223M |
| Since | 2022 | 2026 |
| Dividend yield | 0.59% | — |
| Asset class | alternative | equity |
| Region | — | — |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +37.5% | N/A |
| CAGR 3Y | +28.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.44 | N/A |
| Volatility 1Y | 17.20% | — |
| Max drawdown | -20.57% | -18.49% |
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