Screener
SAMT vs TUG
Strategas Macro Thematic Opportunities ETF vs STF Tactical Growth ETF
Key differences
- SAMT is significantly larger than TUG — larger funds tend to be more liquid and less likely to close.
- SAMT is classified as alternative, while TUG is mixed asset — different risk/return profiles.
- SAMT follows a tactical allocation strategy; TUG uses active selection.
- Over the last 3 years, SAMT has delivered higher annualized returns.
Side-by-side comparison
| SAMT | TUG | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.65% |
| Fund size (AUM) | $619M | $42M |
| Since | 2022 | 2022 |
| Dividend yield | 0.62% | 0.58% |
| Asset class | alternative | mixed asset |
| Region | — | north america |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +46.3% | +38.4% |
| CAGR 3Y | +28.4% | +24.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.45 | 1.06 |
| Volatility 1Y | 16.65% | 16.15% |
| Max drawdown | -20.57% | -22.27% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SAMT and TUG
Explore further