Screener
SAMT vs XCOR
Strategas Macro Thematic Opportunities ETF vs Fundx ETF
Key differences
SAMT is an alternative ETF, while XCOR is an equity ETF. SAMT charges 0.66% a year and XCOR 1.15%.
- SAMT is an alternative fund, while XCOR is an equity fund. They carry different risk/return profiles.
- SAMT follows a tactical allocation strategy; XCOR uses active selection.
- SAMT costs 0.49% less per year.
- SAMT is much larger than XCOR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SAMT has delivered higher annualized returns.
- XCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAMT | XCOR | |
|---|---|---|
| Annual cost (TER) | 0.66% | 1.15% |
| Fund size (AUM) | $706M | $193M |
| Since | 2022 | 2001 |
| Dividend yield | 0.59% | 0.38% |
| Asset class | alternative | equity |
| Region | — | — |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +39.7% | +26.1% |
| CAGR 3Y | +28.0% | +22.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.40 | 1.06 |
| Volatility 1Y | 17.31% | 13.61% |
| Max drawdown | -20.57% | -22.54% |
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