Screener
SCHE vs SAMT
Schwab Emerging Markets Equity ETF vs Strategas Macro Thematic Opportunities ETF
Key differences
- SCHE costs 0.59% less per year.
- SCHE is significantly larger than SAMT — larger funds tend to be more liquid and less likely to close.
- SCHE is classified as equity, while SAMT is alternative — different risk/return profiles.
- SCHE follows a index tracking strategy; SAMT uses tactical allocation.
- Over the last 3 years, SAMT has delivered higher annualized returns.
- SCHE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHE | SAMT | |
|---|---|---|
| Annual cost (TER) | 0.07% | 0.66% |
| Fund size (AUM) | $12.3B | $619M |
| Since | 2010 | 2022 |
| Dividend yield | 2.67% | 0.62% |
| Asset class | equity | alternative |
| Region | emerging markets | — |
| Strategy | index tracking | tactical allocation |
| CAGR 1Y | +28.8% | +46.0% |
| CAGR 3Y | +18.6% | +28.8% |
| CAGR 5Y | +5.9% | N/A |
| Sharpe 3Y | 0.90 | 1.47 |
| Volatility 1Y | 16.20% | 16.65% |
| Max drawdown | -36.16% | -20.57% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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