Screener
SPGM vs SAMM
State Street SPDR Portfolio MSCI Global Stock Market ETF vs Strategas Macro Momentum ETF
Key differences
Both SPGM and SAMM are equity ETFs. SPGM charges 0.09% a year and SAMM 0.65%. The main difference: SPGM follows a index tracking strategy; SAMM uses active selection.
- SPGM follows a index tracking strategy; SAMM uses active selection.
- SPGM covers global markets; SAMM covers North America.
- SPGM costs 0.56% less per year.
- SPGM is much larger than SAMM. Larger funds are usually more liquid and less likely to close.
- SPGM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPGM | SAMM | |
|---|---|---|
| Annual cost (TER) | 0.09% | 0.65% |
| Fund size (AUM) | $1.7B | $31M |
| Since | 2012 | 2024 |
| Dividend yield | 1.67% | 0.93% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +28.1% | +23.9% |
| CAGR 3Y | +21.6% | N/A |
| CAGR 5Y | +11.1% | N/A |
| Sharpe 3Y | 1.18 | N/A |
| Volatility 1Y | 13.27% | 17.70% |
| Max drawdown | -33.97% | -24.09% |
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