Screener
SPGM vs SAMT
State Street SPDR Portfolio MSCI Global Stock Market ETF vs Strategas Macro Thematic Opportunities ETF
Key differences
SPGM is an equity ETF, while SAMT is an alternative ETF. SPGM charges 0.09% a year and SAMT 0.66%.
- SPGM is an equity fund, while SAMT is an alternative fund. They carry different risk/return profiles.
- SPGM follows a index tracking strategy; SAMT uses tactical allocation.
- SPGM costs 0.57% less per year.
- Over the last three years, SAMT has delivered higher annualized returns.
- SPGM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPGM | SAMT | |
|---|---|---|
| Annual cost (TER) | 0.09% | 0.66% |
| Fund size (AUM) | $1.7B | $706M |
| Since | 2012 | 2022 |
| Dividend yield | 1.67% | 0.59% |
| Asset class | equity | alternative |
| Region | global | — |
| Strategy | index tracking | tactical allocation |
| CAGR 1Y | +28.1% | +37.5% |
| CAGR 3Y | +21.6% | +28.5% |
| CAGR 5Y | +11.1% | N/A |
| Sharpe 3Y | 1.18 | 1.44 |
| Volatility 1Y | 13.27% | 17.20% |
| Max drawdown | -33.97% | -20.57% |
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