SAMT vs SPYM

ASAMT

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM · SPY $17,337

Lowest cost0.02%SPYM · $2 on $10k

Most income1.02%SPYM · $102 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common19.4%SAMT and SPYM

Strategas Macro Thematic Opportunities ETF · $766MState Street SPDR Portfolio S&P 500 ETF · $183B

+22.4%3 years · per year$18,346 · $18,024+21.7%

[…]5 years · per year[…] · $17,408+11.7%

0.66%Expense ratio$66 · $2 on $10k · lower wins0.02%

0.67%12-mo yield$67 · $102 on $10k

Cards for this view

SAMT

Strategas Macro Thematic Opportunities

[…]

SPYM

SPDR Portfolio S&P 500

$17,408

MeasureSAMTSPYM

Fee0.66%0.02%

Cost on $10k a year$66$2

Yield0.67%1.02%

5 years, per year[…]+11.7%

3 years, per year+22.4%+21.7%

Worst drop · 1Y−16.6%−8.9%

Volatility · 1Y17.1%

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$183.5B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
3	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.67%	−0.5%	+5.1%	+7.8%	+22.4%	new	−16.6%	$766M

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$183.5B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
3	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.67%	−0.5%	+5.1%	+7.8%	+22.4%	new	−16.6%	$766M

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