Strategas Macro Momentum ETF (SAMM) belongs to the Momentum category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with SAMM. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SAMM
SAMM charges 0.66% annually. There are 42 ETFs in the Momentum category with lower expense ratios, going as low as 0.12%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR S&P 1500 Momentum Tilt ETF | 0.12% | 163.90M | Oct 2012 | SAMM vs MMTM | |
| JPMorgan U.S. Momentum Factor ETF | 0.12% | 2.51B | Nov 2017 | SAMM vs JMOM | |
| Vanguard U.S. Momentum Factor ETF | 0.13% | 1.70B | Feb 2018 | SAMM vs VFMO | |
| Invesco S&P 500 Momentum ETF | 0.13% | 22.01B | Oct 2015 | SAMM vs SPMO | |
| SEI Enhanced US Large Cap Momentum Factor ETF | 0.15% | 989.57M | May 2022 | SAMM vs SEIM |
Best Risk-Adjusted Alternatives to SAMM
SAMM has a PortfoliosLab risk / return rank of 31. There are 38 ETFs in the Momentum category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| VictoryShares US Value Momentum ETF | 93 | 261.13M | Oct 2017 | SAMM vs ULVM | |
| Invesco S&P 500 Value with Momentum ETF | 92 | 117.88M | Jun 2011 | SAMM vs SPVM | |
| VictoryShares US Small Mid Cap Value Momentum ETF | 89 | 1.73B | Oct 2017 | SAMM vs USVM | |
| Invesco DWA Healthcare Momentum ETF | 86 | 169.34M | Oct 2006 | SAMM vs PTH | |
| Invesco DWA Emerging Markets Momentum ETF | 85 | 262.88M | Dec 2007 | SAMM vs PIE |
Top Performing SAMM Alternatives (YTD)
SAMM is at 2.83% YTD. There are 49 ETFs in the Momentum category with higher YTD returns, going as high as 78.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ETRACS 2x Leveraged MSCI US Momentum Factor TR ETN | 78.64% | 9.04M | Feb 2021 | SAMM vs MTUL | |
| ProShares Nasdaq-100 Dorsey Wright Momentum ETF | 43.02% | 81.18M | May 2021 | SAMM vs QQQA | |
| Invesco DWA Emerging Markets Momentum ETF | 35.77% | 262.88M | Dec 2007 | SAMM vs PIE | |
| Invesco Dorsey Wright Technology Momentum ETF | 32.21% | 752.12M | Oct 2006 | SAMM vs PTF | |
| Invesco DWA Energy Momentum ETF | 29.33% | 64.78M | Oct 2006 | SAMM vs PXI |
Lowest Volatility Alternatives to SAMM
SAMM has 19.05% 1-year volatility. There are 27 ETFs in the Momentum category with lower 1-year volatility, going as low as 10.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| VictoryShares US Value Momentum ETF | 10.72% | 261.13M | Oct 2017 | SAMM vs ULVM | |
| Cambria Value and Momentum ETF | 11.09% | 106.10M | Sep 2015 | SAMM vs VAMO | |
| Invesco S&P 500 Value with Momentum ETF | 11.36% | 117.88M | Jun 2011 | SAMM vs SPVM | |
| First Trust Dorsey Wright Momentum & Low Volatilit... | 11.66% | 72.37M | Sep 2018 | SAMM vs DVOL | |
| Symmetry Panoramic Sector Momentum ETF | 12.49% | 43.72M | Sep 2025 | SAMM vs SMOM |
Lowest Drawdown Alternatives to SAMM
SAMM has a 1-year max drawdown of -9.07%. There are 7 ETFs in the Momentum category with shallower 1-year drawdowns, going as shallow as -5.55%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cambria Value and Momentum ETF | -5.55% | 106.10M | Sep 2015 | SAMM vs VAMO | |
| VictoryShares US Value Momentum ETF | -6.47% | 261.13M | Oct 2017 | SAMM vs ULVM | |
| Invesco S&P 500 Value with Momentum ETF | -6.57% | 117.88M | Jun 2011 | SAMM vs SPVM | |
| SPDR Russell 1000 Momentum Focus ETF | -7.37% | 28.92M | Dec 2015 | SAMM vs ONEO | |
| JPMorgan U.S. Momentum Factor ETF | -7.87% | 2.51B | Nov 2017 | SAMM vs JMOM |
Other ETFs from Strategas
The 2 most viewed Strategas ETFs shown here include SAMT, SAGP and span 2 categories. AUM among these funds goes as high as $321M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Strategas Macro Thematic Opportunities ETF | Large Cap Blend Equities | 58 | 13.87% | 321.34M | Jan 2022 | SAMM vs SAMT | |
| Strategas Global Policy Opportunities ETF | Global Equities | 33 | 6.09% | 59.41M | Jan 2022 | SAMM vs SAGP |
Often Compared With SAMM
Investors most often compare SAMM with RAAX, PRN, BNO. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare SAMM with Any Fund or Stock
Compare SAMM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SAMM with funds that move differently
Strategas Macro Momentum ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SAMM.
Explore SAMM Diversifiers