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SAMT vs STCE

Strategas Macro Thematic Opportunities ETF vs Schwab Crypto Thematic ETF

SAMT

Strategas Macro Thematic Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.66%

Fund size

$619M

STCE

Schwab Crypto Thematic ETF

Schwab ETFs

Annual cost

0.30%

Fund size

$273M

Key differences

  • STCE costs 0.36% less per year.
  • SAMT is classified as alternative, while STCE is equity — different risk/return profiles.
  • SAMT follows a tactical allocation strategy; STCE uses index tracking.
  • Over the last 3 years, STCE has delivered higher annualized returns.

Side-by-side comparison

SAMTSTCE
Annual cost (TER)0.66%0.30%
Fund size (AUM)$619M$273M
Since20222022
Dividend yield0.62%1.81%
Asset classalternativeequity
Regionglobal
Strategytactical allocationindex tracking
CAGR 1Y+46.0%+82.8%
CAGR 3Y+28.8%+60.7%
CAGR 5YN/AN/A
Sharpe 3Y1.471.05
Volatility 1Y16.65%61.28%
Max drawdown-20.57%-54.11%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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