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SCHF vs SAMT

Schwab International Equity ETF vs Strategas Macro Thematic Opportunities ETF

SCHF

Schwab International Equity ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$63.0B

SAMT

Strategas Macro Thematic Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.66%

Fund size

$619M

Key differences

  • SCHF costs 0.63% less per year.
  • SCHF is significantly larger than SAMT — larger funds tend to be more liquid and less likely to close.
  • SCHF is classified as equity, while SAMT is alternative — different risk/return profiles.
  • SCHF follows a index tracking strategy; SAMT uses tactical allocation.
  • Over the last 3 years, SAMT has delivered higher annualized returns.
  • SCHF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHFSAMT
Annual cost (TER)0.03%0.66%
Fund size (AUM)$63.0B$619M
Since20092022
Dividend yield3.11%0.62%
Asset classequityalternative
Regionglobal ex us
Strategyindex trackingtactical allocation
CAGR 1Y+33.8%+46.0%
CAGR 3Y+19.4%+28.8%
CAGR 5Y+10.5%N/A
Sharpe 3Y1.011.47
Volatility 1Y15.83%16.65%
Max drawdown-34.87%-20.57%

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

Similar to SCHF and SAMT