EUSB vs SAMT
Comparison between ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF (EUSB, ETF) and STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF (SAMT, ETF).
EUSB vs SAMT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EUSB
$704M
Winner
SAMT
$706M
Expense Ratio
Winner
EUSB
0.12%
SAMT
0.66%
Max Drawdown
EUSB
21.72%
Winner
SAMT
21.14%
Sharpe Ratio
EUSB
0.32
Winner
SAMT
1.84
5Y Beta
Winner
EUSB
0.04
SAMT
0.81
P/E Ratio
EUSB
N/A
SAMT
70.13
Forward P/E
EUSB
N/A
SAMT
27.73
5Y Dividends CAGR
EUSB
29.73%
SAMT
N/A
5Y EPS CAGR
EUSB
N/A
SAMT
11.63%
Debt to Equity
EUSB
N/A
SAMT
26.95%
EUSB vs SAMT - Historical Returns
Returns include dividend reinvestment.
1M
EUSB
+1.17%
Winner
SAMT
+3.18%
3M
EUSB
+0.51%
Winner
SAMT
+15.83%
6M
EUSB
+0.52%
Winner
SAMT
+20.93%
1Y
EUSB
+4.77%
Winner
SAMT
+39.78%
5Y(CAGR)
EUSB
+0.34%
Winner
SAMT
+16.12%
Max(CAGR)
EUSB
+0.29%
Winner
SAMT
+16.12%
EUSB vs SAMT - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | EUSB | SAMT |
|---|---|---|
| 2026 | +0.60% | +18.12% |
| 2025 | +7.35% | +33.08% |
| 2024 | +2.26% | +28.88% |
| 2023 | +5.24% | +2.36% |
| 2022 | -12.12% | -6.58% |
| 2021 | -1.19% | N/A |
| 2020 | +1.68% | N/A |
EUSB vs SAMT Drawdown Comparison
The maximum drawdown for EUSB was -17.87%, occurring on Oct 20, 2022. Recovery took 1388 trading sessions.
The maximum drawdown for SAMT was -20.56%, occurring on Mar 23, 2023. Recovery took 558 trading sessions.
The current EUSB drawdown is -1.03%. The current SAMT drawdown is -1.31%.
| Rank | EUSB | SAMT |
|---|---|---|
| #1 | -17.87% Aug 4, 2020 - Feb 12, 2026 | -20.56% Mar 29, 2022 - Jun 18, 2024 |
| #2 | -2.48% Feb 27, 2026 - May 19, 2026 | -18.27% Feb 10, 2025 - Jun 18, 2025 |
| #3 | -0.24% Jul 23, 2020 - Jul 30, 2020 | -8.15% Oct 14, 2025 - Dec 22, 2025 |
| #4 | -0.16% Jul 9, 2020 - Jul 16, 2020 | -8.01% Feb 16, 2022 - Mar 29, 2022 |
| #5 | -0.11% Feb 13, 2026 - Feb 23, 2026 | -7.73% Jan 16, 2026 - Apr 13, 2026 |
| #6 | -0.07% Jun 26, 2020 - Jul 2, 2020 | -6.89% Jul 16, 2024 - Aug 23, 2024 |
| #7 | -0.05% Jul 7, 2020 - Jul 9, 2020 | -5.92% Nov 29, 2024 - Jan 21, 2025 |
| #8 | -0.04% Jul 2, 2020 - Jul 7, 2020 | -4.98% Jun 4, 2026 - Jun 10, 2026 |
| #9 | -0.03% Feb 23, 2026 - Feb 26, 2026 | -4.83% Jan 24, 2025 - Feb 4, 2025 |
| #10 | -0.01% Jul 30, 2020 - Aug 3, 2020 | -3.65% May 14, 2026 - May 27, 2026 |
| #11 | N/A | -3.44% Aug 12, 2025 - Sep 11, 2025 |
| #12 | N/A | -3.38% May 6, 2026 - May 11, 2026 |
| #13 | N/A | -3.24% Aug 30, 2024 - Sep 13, 2024 |
| #14 | N/A | -2.59% Oct 18, 2024 - Nov 6, 2024 |
| #15 | N/A | -2.39% Jul 18, 2025 - Jul 25, 2025 |
Correlation
Correlation between EUSB and SAMT is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2020 - 2026)
EUSB vs SAMT dividend yield comparison.
| Year | EUSB | SAMT |
|---|---|---|
| 2026 | 1.64% | 0.00% |
| 2025 | 3.84% | 0.70% |
| 2024 | 3.67% | 1.40% |
| 2023 | 3.08% | 1.49% |
| 2022 | 2.21% | 0.73% |
| 2021 | 1.10% | 0.00% |
| 2020 | 0.57% | 0.00% |
Select Stocks to Compare
Popular: EUSB vs SPYSAMT vs SPY
More Comparisons
Compare with similar stocks