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SAMT vs SSPY
Strategas Macro Thematic Opportunities ETF vs Stratified LargeCap Index ETF
Key differences
- SSPY costs 0.21% less per year.
- SAMT is significantly larger than SSPY — larger funds tend to be more liquid and less likely to close.
- SAMT is classified as alternative, while SSPY is equity — different risk/return profiles.
- SAMT follows a tactical allocation strategy; SSPY uses index tracking.
- Over the last 3 years, SAMT has delivered higher annualized returns.
Side-by-side comparison
| SAMT | SSPY | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.45% |
| Fund size (AUM) | $619M | $122M |
| Since | 2022 | 2019 |
| Dividend yield | 0.62% | 1.29% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +46.3% | +21.2% |
| CAGR 3Y | +28.4% | +15.1% |
| CAGR 5Y | N/A | +9.1% |
| Sharpe 3Y | 1.45 | 0.85 |
| Volatility 1Y | 16.65% | 10.79% |
| Max drawdown | -20.57% | -36.67% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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