Screener
XRLX vs SAMT
FundX Conservative ETF vs Strategas Macro Thematic Opportunities ETF
Key differences
- SAMT costs 0.54% less per year.
- SAMT is significantly larger than XRLX — larger funds tend to be more liquid and less likely to close.
- XRLX is classified as mixed asset, while SAMT is alternative — different risk/return profiles.
- XRLX follows a active selection strategy; SAMT uses tactical allocation.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XRLX | SAMT | |
|---|---|---|
| Annual cost (TER) | 1.20% | 0.66% |
| Fund size (AUM) | $51M | $619M |
| Since | 2002 | 2022 |
| Dividend yield | 2.68% | 0.62% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | +18.9% | +46.0% |
| CAGR 3Y | N/A | +28.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.47 |
| Volatility 1Y | 8.13% | 16.65% |
| Max drawdown | -15.34% | -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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