Skip to content
Beacon
Screener

VOTE vs SAMM

TCW Transform 500 ETF vs Strategas Macro Momentum ETF

VOTE

TCW Transform 500 ETF

Annual cost

0.05%

Fund size

$1.1B

SAMM

Strategas Macro Momentum ETF

Annual cost

0.65%

Fund size

$31M

Key differences

Both VOTE and SAMM are equity ETFs. VOTE charges 0.05% a year and SAMM 0.65%. The main difference: VOTE follows a index tracking strategy; SAMM uses active selection.

  • VOTE follows a index tracking strategy; SAMM uses active selection.
  • VOTE costs 0.60% less per year.
  • VOTE is much larger than SAMM. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

VOTESAMM
Annual cost (TER)0.05%0.65%
Fund size (AUM)$1.1B$31M
Since20212024
Dividend yield0.89%0.93%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+26.1%+25.2%
CAGR 3Y+22.6%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.19N/A
Volatility 1Y12.40%17.72%
Max drawdown-25.70%-24.09%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

Similar to VOTE and SAMM