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SAMT vs HFGM

Strategas Macro Thematic Opportunities ETF vs Unlimited HFGM Global Macro ETF

SAMT

Strategas Macro Thematic Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.66%

Fund size

$619M

HFGM

Unlimited HFGM Global Macro ETF

Unlimited

Annual cost

1.01%

Fund size

$133M

Key differences

  • SAMT costs 0.35% less per year.
  • SAMT is significantly larger than HFGM — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

SAMTHFGM
Annual cost (TER)0.66%1.01%
Fund size (AUM)$619M$133M
Since20222025
Dividend yield0.62%5.05%
Asset classalternativealternative
Region
Strategytactical allocationtactical allocation
CAGR 1Y+46.3%+42.9%
CAGR 3Y+28.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.45N/A
Volatility 1Y16.65%22.77%
Max drawdown-20.57%-10.66%

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

Similar to SAMT and HFGM