Screener
SAMT vs VOTE
Strategas Macro Thematic Opportunities ETF vs TCW Transform 500 ETF
Key differences
SAMT is an alternative ETF, while VOTE is an equity ETF. SAMT charges 0.66% a year and VOTE 0.05%.
- SAMT is an alternative fund, while VOTE is an equity fund. They carry different risk/return profiles.
- SAMT follows a tactical allocation strategy; VOTE uses index tracking.
- VOTE costs 0.61% less per year.
- Over the last three years, SAMT has delivered higher annualized returns.
Side-by-side comparison
| SAMT | VOTE | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.05% |
| Fund size (AUM) | $706M | $1.1B |
| Since | 2022 | 2021 |
| Dividend yield | 0.59% | 0.89% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +39.6% | +26.1% |
| CAGR 3Y | +28.5% | +22.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.43 | 1.19 |
| Volatility 1Y | 17.18% | 12.40% |
| Max drawdown | -20.57% | -25.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.