SAMT vs. FCUS
Compare and contrast key facts about Strategas Macro Thematic Opportunities ETF (SAMT) and Pinnacle Focused Opportunities ETF (FCUS).
SAMT and FCUS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SAMT is an actively managed fund by Strategas. It was launched on Jan 25, 2022. FCUS is an actively managed fund by Pinnacle. It was launched on Dec 28, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SAMT or FCUS.
Correlation
The correlation between SAMT and FCUS is 0.74, 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.
Performance
SAMT vs. FCUS - Performance Comparison
Key characteristics
SAMT:
1.93
FCUS:
0.96
SAMT:
2.60
FCUS:
1.40
SAMT:
1.36
FCUS:
1.18
SAMT:
3.16
FCUS:
1.79
SAMT:
13.38
FCUS:
5.33
SAMT:
2.16%
FCUS:
5.23%
SAMT:
14.96%
FCUS:
28.93%
SAMT:
-20.57%
FCUS:
-15.54%
SAMT:
-6.33%
FCUS:
-11.94%
Returns By Period
In the year-to-date period, SAMT achieves a 6.36% return, which is significantly higher than FCUS's 3.37% return.
SAMT
6.36%
-1.16%
15.85%
27.86%
N/A
N/A
FCUS
3.37%
-5.40%
13.22%
26.59%
N/A
N/A
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SAMT vs. FCUS - Expense Ratio Comparison
SAMT has a 0.65% expense ratio, which is lower than FCUS's 0.79% expense ratio.
Risk-Adjusted Performance
SAMT vs. FCUS — Risk-Adjusted Performance Rank
SAMT
FCUS
SAMT vs. FCUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategas Macro Thematic Opportunities ETF (SAMT) and Pinnacle Focused Opportunities ETF (FCUS). 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.
Dividends
SAMT vs. FCUS - Dividend Comparison
SAMT's dividend yield for the trailing twelve months is around 1.32%, less than FCUS's 10.83% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
SAMT Strategas Macro Thematic Opportunities ETF | 1.32% | 1.40% | 1.50% | 0.73% |
FCUS Pinnacle Focused Opportunities ETF | 10.83% | 11.19% | 0.00% | 0.00% |
Drawdowns
SAMT vs. FCUS - Drawdown Comparison
The maximum SAMT drawdown since its inception was -20.57%, which is greater than FCUS's maximum drawdown of -15.54%. Use the drawdown chart below to compare losses from any high point for SAMT and FCUS. For additional features, visit the drawdowns tool.
Volatility
SAMT vs. FCUS - Volatility Comparison
The current volatility for Strategas Macro Thematic Opportunities ETF (SAMT) is 7.43%, while Pinnacle Focused Opportunities ETF (FCUS) has a volatility of 11.75%. This indicates that SAMT experiences smaller price fluctuations and is considered to be less risky than FCUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.