Screener
SCHM vs SAMM
Schwab U.S. Mid-Cap ETF vs Strategas Macro Momentum ETF
Key differences
- SCHM costs 0.61% less per year.
- SCHM is significantly larger than SAMM — larger funds tend to be more liquid and less likely to close.
- SCHM follows a index tracking strategy; SAMM uses active selection.
- SCHM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHM | SAMM | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.65% |
| Fund size (AUM) | $14.3B | $28M |
| Since | 2011 | 2024 |
| Dividend yield | 1.28% | 0.98% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +33.1% | +28.2% |
| CAGR 3Y | +18.1% | N/A |
| CAGR 5Y | +8.4% | N/A |
| Sharpe 3Y | 0.83 | N/A |
| Volatility 1Y | 15.76% | 17.03% |
| Max drawdown | -42.43% | -24.09% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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