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SAMT vs QVOY
Strategas Macro Thematic Opportunities ETF vs Q3 All-Season Active Rotation ETF
Key differences
- SAMT costs 0.66% less per year.
- SAMT is significantly larger than QVOY — larger funds tend to be more liquid and less likely to close.
- SAMT is classified as alternative, while QVOY is mixed asset — different risk/return profiles.
- SAMT follows a tactical allocation strategy; QVOY uses active selection.
- Over the last 3 years, SAMT has delivered higher annualized returns.
Side-by-side comparison
| SAMT | QVOY | |
|---|---|---|
| Annual cost (TER) | 0.66% | 1.32% |
| Fund size (AUM) | $619M | $60M |
| Since | 2022 | 2022 |
| Dividend yield | 0.62% | 0.52% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +46.0% | +25.0% |
| CAGR 3Y | +28.8% | +12.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.47 | 0.60 |
| Volatility 1Y | 16.65% | 17.56% |
| Max drawdown | -20.57% | -17.05% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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