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SAMT vs YLD
Strategas Macro Thematic Opportunities ETF vs Principal Active High Yield ETF
Key differences
- YLD costs 0.27% less per year.
- SAMT follows a tactical allocation strategy; YLD uses multi strategy.
- Over the last 3 years, SAMT has delivered higher annualized returns.
- YLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SAMT | YLD | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.39% |
| Fund size (AUM) | $619M | $524M |
| Since | 2022 | 2015 |
| Dividend yield | 0.62% | 7.31% |
| Asset class | alternative | alternative |
| Region | — | global |
| Strategy | tactical allocation | multi strategy |
| CAGR 1Y | +46.0% | +8.3% |
| CAGR 3Y | +28.8% | +9.0% |
| CAGR 5Y | N/A | +5.2% |
| Sharpe 3Y | 1.47 | 0.91 |
| Volatility 1Y | 16.65% | 4.34% |
| Max drawdown | -20.57% | -28.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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