Screener
SAMT vs FTLS
Strategas Macro Thematic Opportunities ETF vs First Trust Long/Short Equity ETF
Key differences
Both SAMT and FTLS are alternative ETFs. SAMT charges 0.66% a year and FTLS 1.38%. The main difference: SAMT follows a tactical allocation strategy; FTLS uses long short.
- SAMT follows a tactical allocation strategy; FTLS uses long short.
- SAMT costs 0.72% less per year.
- FTLS is much larger than SAMT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SAMT has delivered higher annualized returns.
- FTLS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAMT | FTLS | |
|---|---|---|
| Annual cost (TER) | 0.66% | 1.38% |
| Fund size (AUM) | $706M | $2.3B |
| Since | 2022 | 2014 |
| Dividend yield | 0.59% | 0.90% |
| Asset class | alternative | alternative |
| Region | — | north america |
| Strategy | tactical allocation | long short |
| CAGR 1Y | +39.7% | +14.5% |
| CAGR 3Y | +28.0% | +14.1% |
| CAGR 5Y | N/A | +10.0% |
| Sharpe 3Y | 1.40 | 1.02 |
| Volatility 1Y | 17.31% | 8.36% |
| Max drawdown | -20.57% | -20.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.