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SAMT vs RULE
Strategas Macro Thematic Opportunities ETF vs Adaptive Core ETF
Key differences
- SAMT costs 1.18% less per year.
- SAMT is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.
- SAMT is classified as alternative, while RULE is mixed asset — different risk/return profiles.
- SAMT follows a tactical allocation strategy; RULE uses active selection.
- Over the last 3 years, SAMT has delivered higher annualized returns.
Side-by-side comparison
| SAMT | RULE | |
|---|---|---|
| Annual cost (TER) | 0.66% | 1.84% |
| Fund size (AUM) | $619M | $14M |
| Since | 2022 | 2021 |
| Dividend yield | 0.62% | 0.00% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +46.3% | +41.5% |
| CAGR 3Y | +28.4% | +16.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.45 | 0.81 |
| Volatility 1Y | 16.65% | 19.69% |
| Max drawdown | -20.57% | -30.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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