SPQ vs. SAMT

Last updated Apr 1, 2026

Compare and contrast key facts about Simplify US Equity Plus QIS ETF (SPQ) and Strategas Macro Thematic Opportunities ETF (SAMT).

SPQ and SAMT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SPQ is an actively managed fund by Simplify. It was launched on Nov 13, 2023. SAMT is an actively managed fund by Strategas. It was launched on Jan 25, 2022.

Performance

SPQ vs. SAMT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Simplify US Equity Plus QIS ETF (SPQ) and Strategas Macro Thematic Opportunities ETF (SAMT). The values are adjusted to include any dividend payments, if applicable.

SPQ vs. SAMT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
SPQ Simplify US Equity Plus QIS ETF	0.00%	-4.67%	20.38%	5.51%
SAMT Strategas Macro Thematic Opportunities ETF	1.97%	33.10%	28.15%	0.68%

Returns By Period

SPQ

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 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)

SPQ vs. SAMT - Expense Ratio Comparison

SPQ has a 1.00% expense ratio, which is higher than SAMT's 0.66% expense ratio.

SPQ

Simplify US Equity Plus QIS ETF

SAMT

Strategas Macro Thematic Opportunities ETF

Return for Risk

SPQ vs. SAMT — Risk / Return Rank

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

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.

SPQ vs. SAMT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Simplify US Equity Plus QIS ETF (SPQ) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	SPQ	SAMT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.01	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.76	—

Correlation

The correlation between SPQ and SAMT is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

SPQ vs. SAMT - Dividend Comparison

SPQ has not paid dividends to shareholders, while SAMT's dividend yield for the trailing twelve months is around 0.69%.

	TTM	2025	2024	2023	2022
SPQ Simplify US Equity Plus QIS ETF	0.00%	0.31%	17.17%	1.68%	0.00%
SAMT Strategas Macro Thematic Opportunities ETF	0.69%	0.70%	1.40%	1.49%	0.73%

Drawdowns

Drawdown Indicators

	SPQ	SAMT	Difference
Max Drawdown Largest peak-to-trough decline	—	-20.57%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-8.76%	—
Current Drawdown Current decline from peak	—	-5.78%	—
Average Drawdown Average peak-to-trough decline	—	-8.00%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.10%	—

Volatility

Volatility by Period

	SPQ	SAMT	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.97%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.91%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	17.68%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	16.78%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	16.78%	—