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SAMT vs NDAA

Strategas Macro Thematic Opportunities ETF vs Ned Davis Research 360 Dynamic Allocation ETF

SAMT

Strategas Macro Thematic Opportunities ETF

Annual cost

0.66%

Fund size

$706M

NDAA

Ned Davis Research 360 Dynamic Allocation ETF

Annual cost

0.65%

Fund size

$5M

Key differences

Both SAMT and NDAA are alternative ETFs. SAMT charges 0.66% a year and NDAA 0.65%. The main difference: SAMT is much larger than NDAA. Larger funds are usually more liquid and less likely to close.

  • SAMT is much larger than NDAA. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SAMTNDAA
Annual cost (TER)0.66%0.65%
Fund size (AUM)$706M$5M
Since20222024
Dividend yield0.59%2.44%
Asset classalternativealternative
Region
Strategytactical allocationtactical allocation
CAGR 1Y+39.7%+22.4%
CAGR 3Y+28.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.40N/A
Volatility 1Y17.31%11.20%
Max drawdown-20.57%-13.50%

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

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