FCUS vs. SAMT

Last updated Apr 1, 2026

Compare and contrast key facts about Pinnacle Focused Opportunities ETF (FCUS) and Strategas Macro Thematic Opportunities ETF (SAMT).

FCUS and SAMT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FCUS is an actively managed fund by Pinnacle. It was launched on Dec 28, 2022. SAMT is an actively managed fund by Strategas. It was launched on Jan 25, 2022.

Performance

FCUS vs. SAMT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pinnacle Focused Opportunities ETF (FCUS) and Strategas Macro Thematic Opportunities ETF (SAMT). The values are adjusted to include any dividend payments, if applicable.

FCUS vs. SAMT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
FCUS Pinnacle Focused Opportunities ETF	14.56%	13.69%	30.59%	21.13%
SAMT Strategas Macro Thematic Opportunities ETF	1.97%	33.10%	28.15%	1.27%

Returns By Period

In the year-to-date period, FCUS achieves a 14.56% return, which is significantly higher than SAMT's 1.97% return.

FCUS

• 1D: 5.33%
• 1M: -8.18%
• YTD: 14.56%
• 6M: 17.93%
• 1Y: 63.71%
• 3Y*: 24.55%
• 5Y*: —
• 10Y*: —

SAMT

• 1D: 2.00%
• 1M: -1.60%
• YTD: 1.97%
• 6M: 6.10%
• 1Y: 35.45%
• 3Y*: 22.13%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

FCUS vs. SAMT - Expense Ratio Comparison

FCUS has a 0.79% expense ratio, which is higher than SAMT's 0.66% expense ratio.

FCUS

Pinnacle Focused Opportunities ETF

SAMT

Strategas Macro Thematic Opportunities ETF

Return for Risk

FCUS vs. SAMT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FCUS

FCUS Risk / Return Rank: 87
FCUS Sharpe Ratio Rank: 87
FCUS Sortino Ratio Rank: 83
FCUS Omega Ratio Rank: 82
FCUS Calmar Ratio Rank: 93
FCUS Martin Ratio Rank: 90

SAMT

SAMT Risk / Return Rank: 91
SAMT Sharpe Ratio Rank: 91
SAMT Sortino Ratio Rank: 91
SAMT Omega Ratio Rank: 88
SAMT Calmar Ratio Rank: 95
SAMT Martin Ratio Rank: 90

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FCUS vs. SAMT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pinnacle Focused Opportunities ETF (FCUS) and Strategas Macro Thematic Opportunities ETF (SAMT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	FCUS	SAMT	Difference
Sharpe ratio Return per unit of total volatility	1.84	2.01	-0.18
Sortino ratio Return per unit of downside risk	2.22	2.65	-0.44
Omega ratio Gain probability vs. loss probability	1.32	1.36	-0.04
Calmar ratio Return relative to maximum drawdown	3.51	4.10	-0.59
Martin ratio Return relative to average drawdown	11.65	11.61	+0.04
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FCUS vs. SAMT - Sharpe Ratio Comparison

The current FCUS Sharpe Ratio is 1.84, which is comparable to the SAMT Sharpe Ratio of 2.01. The chart below compares the historical Sharpe Ratios of FCUS and SAMT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	FCUS	SAMT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.84	2.01	-0.18
Sharpe Ratio (All Time) Calculated using the full available price history	0.84	0.76	+0.08

Correlation

The correlation between FCUS and SAMT is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

FCUS vs. SAMT - Dividend Comparison

FCUS's dividend yield for the trailing twelve months is around 3.78%, more than SAMT's 0.69% yield.

	TTM	2025	2024	2023	2022
FCUS Pinnacle Focused Opportunities ETF	3.78%	4.33%	11.19%	0.00%	0.00%
SAMT Strategas Macro Thematic Opportunities ETF	0.69%	0.70%	1.40%	1.49%	0.73%

Drawdowns

FCUS vs. SAMT - Drawdown Comparison

The maximum FCUS drawdown since its inception was -39.89%, which is greater than SAMT's maximum drawdown of -20.57%. Use the drawdown chart below to compare losses from any high point for FCUS and SAMT.

Drawdown Indicators

	FCUS	SAMT	Difference
Max Drawdown Largest peak-to-trough decline	-39.89%	-20.57%	-19.32%
Max Drawdown (1Y) Largest decline over 1 year	-17.70%	-8.76%	-8.94%
Current Drawdown Current decline from peak	-9.72%	-5.78%	-3.94%
Average Drawdown Average peak-to-trough decline	-7.83%	-8.00%	+0.17%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.34%	3.10%	+2.24%

Volatility

FCUS vs. SAMT - Volatility Comparison

Pinnacle Focused Opportunities ETF (FCUS) has a higher volatility of 16.58% compared to Strategas Macro Thematic Opportunities ETF (SAMT) at 4.97%. This indicates that FCUS's price experiences larger fluctuations and is considered to be riskier than SAMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FCUS	SAMT	Difference
Volatility (1M) Calculated over the trailing 1-month period	16.58%	4.97%	+11.61%
Volatility (6M) Calculated over the trailing 6-month period	29.46%	11.91%	+17.55%
Volatility (1Y) Calculated over the trailing 1-year period	34.85%	17.68%	+17.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.06%	16.78%	+13.28%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.06%	16.78%	+13.28%