Screener
SAMT vs SCHX
Strategas Macro Thematic Opportunities ETF vs Schwab U.S. Large-Cap ETF
Key differences
- SCHX costs 0.63% less per year.
- SCHX is significantly larger than SAMT — larger funds tend to be more liquid and less likely to close.
- SAMT is classified as alternative, while SCHX is equity — different risk/return profiles.
- SAMT follows a tactical allocation strategy; SCHX uses index tracking.
- Over the last 3 years, SAMT has delivered higher annualized returns.
- SCHX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAMT | SCHX | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.03% |
| Fund size (AUM) | $619M | $68.2B |
| Since | 2022 | 2009 |
| Dividend yield | 0.62% | 1.06% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +46.0% | +30.3% |
| CAGR 3Y | +28.8% | +23.1% |
| CAGR 5Y | N/A | +13.8% |
| Sharpe 3Y | 1.47 | 1.23 |
| Volatility 1Y | 16.65% | 12.15% |
| Max drawdown | -20.57% | -34.33% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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