Screener
SAMT vs MOOD
Strategas Macro Thematic Opportunities ETF vs Relative Sentiment Tactical Allocation ETF
Key differences
Both SAMT and MOOD are alternative ETFs. SAMT charges 0.66% a year and MOOD 0.73%. The main difference: SAMT costs 0.07% less per year.
- SAMT costs 0.07% less per year.
- SAMT is much larger than MOOD. 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
| SAMT | MOOD | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.73% |
| Fund size (AUM) | $706M | $143M |
| Since | 2022 | 2022 |
| Dividend yield | 0.59% | 0.35% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | tactical allocation | tactical allocation |
| CAGR 1Y | +39.7% | +34.3% |
| CAGR 3Y | +28.0% | +20.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.40 | 1.43 |
| Volatility 1Y | 17.31% | 14.49% |
| Max drawdown | -20.57% | -14.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.