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SAMT vs SCHC
Strategas Macro Thematic Opportunities ETF vs Schwab International Small-Cap Equity ETF
Key differences
- SCHC costs 0.58% less per year.
- SCHC is significantly larger than SAMT — larger funds tend to be more liquid and less likely to close.
- SAMT is classified as alternative, while SCHC is equity — different risk/return profiles.
- SAMT follows a tactical allocation strategy; SCHC uses index tracking.
- Over the last 3 years, SAMT has delivered higher annualized returns.
- SCHC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAMT | SCHC | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.08% |
| Fund size (AUM) | $619M | $5.5B |
| Since | 2022 | 2010 |
| Dividend yield | 0.62% | 3.34% |
| Asset class | alternative | equity |
| Region | — | global ex us |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +46.0% | +32.3% |
| CAGR 3Y | +28.8% | +18.4% |
| CAGR 5Y | N/A | +7.3% |
| Sharpe 3Y | 1.47 | 0.92 |
| Volatility 1Y | 16.65% | 15.52% |
| Max drawdown | -20.57% | -43.94% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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