Screener
SAMT vs XRLX
Strategas Macro Thematic Opportunities ETF vs FundX Conservative ETF
Key differences
- SAMT costs 0.54% less per year.
- SAMT is significantly larger than XRLX — larger funds tend to be more liquid and less likely to close.
- SAMT is classified as alternative, while XRLX is mixed asset — different risk/return profiles.
- SAMT follows a tactical allocation strategy; XRLX uses active selection.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAMT | XRLX | |
|---|---|---|
| Annual cost (TER) | 0.66% | 1.20% |
| Fund size (AUM) | $619M | $51M |
| Since | 2022 | 2002 |
| Dividend yield | 0.62% | 2.68% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +46.0% | +18.9% |
| CAGR 3Y | +28.8% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.47 | N/A |
| Volatility 1Y | 16.65% | 8.13% |
| Max drawdown | -20.57% | -15.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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