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TEK vs SAMT
iShares Technology Opportunities Active ETF vs Strategas Macro Thematic Opportunities ETF
Key differences
- SAMT costs 0.09% less per year.
- SAMT is significantly larger than TEK — larger funds tend to be more liquid and less likely to close.
- TEK is classified as equity, while SAMT is alternative — different risk/return profiles.
- TEK follows a active selection strategy; SAMT uses tactical allocation.
Side-by-side comparison
| TEK | SAMT | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.66% |
| Fund size (AUM) | $37M | $619M |
| Since | 2024 | 2022 |
| Dividend yield | 1.37% | 0.62% |
| Asset class | equity | alternative |
| Region | global | — |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | +64.4% | +46.0% |
| CAGR 3Y | N/A | +28.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.47 |
| Volatility 1Y | 25.50% | 16.65% |
| Max drawdown | -28.24% | -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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