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SAMT vs MSMR
Strategas Macro Thematic Opportunities ETF vs McElhenny Sheffield Managed Risk ETF
Key differences
- SAMT costs 0.40% less per year.
- SAMT is significantly larger than MSMR — larger funds tend to be more liquid and less likely to close.
- SAMT is classified as alternative, while MSMR is equity — different risk/return profiles.
- SAMT follows a tactical allocation strategy; MSMR uses active selection.
- Over the last 3 years, SAMT has delivered higher annualized returns.
Side-by-side comparison
| SAMT | MSMR | |
|---|---|---|
| Annual cost (TER) | 0.66% | 1.06% |
| Fund size (AUM) | $619M | $166M |
| Since | 2022 | 2021 |
| Dividend yield | 0.62% | 1.88% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +46.3% | +25.9% |
| CAGR 3Y | +28.4% | +20.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.45 | 1.40 |
| Volatility 1Y | 16.65% | 12.03% |
| Max drawdown | -20.57% | -14.86% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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