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WZRD vs SAMT

Opportunistic Trader ETF vs Strategas Macro Thematic Opportunities ETF

WZRD

Opportunistic Trader ETF

Tuttle Capital Management, LLC

Annual cost

1.00%

Fund size

$4M

SAMT

Strategas Macro Thematic Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.66%

Fund size

$619M

Key differences

  • SAMT costs 0.34% less per year.
  • SAMT is significantly larger than WZRD — larger funds tend to be more liquid and less likely to close.
  • WZRD follows a structured outcome strategy; SAMT uses tactical allocation.

Side-by-side comparison

WZRDSAMT
Annual cost (TER)1.00%0.66%
Fund size (AUM)$4M$619M
Since20252022
Dividend yield0.62%
Asset classalternativealternative
Regionnorth america
Strategystructured outcometactical allocation
CAGR 1YN/A+46.3%
CAGR 3YN/A+28.4%
CAGR 5YN/AN/A
Sharpe 3YN/A1.45
Volatility 1Y16.65%
Max drawdown-71.81%-20.57%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to WZRD and SAMT