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SAMT vs XCHG

Strategas Macro Thematic Opportunities ETF vs Ab US Equity ETF

SAMT

Strategas Macro Thematic Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.66%

Fund size

$619M

XCHG

Ab US Equity ETF

AllianceBernstein

Annual cost

0.50%

Fund size

$685M

Key differences

  • XCHG costs 0.16% less per year.
  • SAMT is classified as alternative, while XCHG is equity — different risk/return profiles.
  • SAMT follows a tactical allocation strategy; XCHG uses active selection.

Side-by-side comparison

SAMTXCHG
Annual cost (TER)0.66%0.50%
Fund size (AUM)$619M$685M
Since20222025
Dividend yield0.62%
Asset classalternativeequity
Regionnorth america
Strategytactical allocationactive selection
CAGR 1Y+46.3%N/A
CAGR 3Y+28.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.45N/A
Volatility 1Y16.65%
Max drawdown-20.57%-9.67%

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

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