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SAMT vs LALT

Strategas Macro Thematic Opportunities ETF vs First Trust Multi-Strategy Alternative ETF

SAMT

Strategas Macro Thematic Opportunities ETF

Annual cost

0.66%

Fund size

$706M

LALT

First Trust Multi-Strategy Alternative ETF

Annual cost

1.18%

Fund size

$65M

Key differences

Both SAMT and LALT are alternative ETFs. SAMT charges 0.66% a year and LALT 1.18%. The main difference: SAMT follows a tactical allocation strategy; LALT uses multi strategy.

  • SAMT follows a tactical allocation strategy; LALT uses multi strategy.
  • SAMT costs 0.52% less per year.
  • SAMT is much larger than LALT. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SAMT has delivered higher annualized returns.

Side-by-side comparison

SAMTLALT
Annual cost (TER)0.66%1.18%
Fund size (AUM)$706M$65M
Since20222023
Dividend yield0.59%3.68%
Asset classalternativealternative
Region
Strategytactical allocationmulti strategy
CAGR 1Y+39.7%+19.2%
CAGR 3Y+28.0%+10.1%
CAGR 5YN/AN/A
Sharpe 3Y1.401.04
Volatility 1Y17.31%7.01%
Max drawdown-20.57%-6.96%

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

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