SAMM vs TXXI
Comparison between STRATEGAS MACRO MOMENTUM ETF (SAMM, ETF) and BondBloxx ETF Trust IRM TaxAware Intermediate Duration (TXXI, ETF).
SAMM vs TXXI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SAMM
$31M
Winner
TXXI
$31M
Expense Ratio
SAMM
0.65%
Winner
TXXI
0.35%
Max Drawdown
SAMM
24.61%
Winner
TXXI
3.08%
Sharpe Ratio
Winner
SAMM
1.11
TXXI
0.93
5Y Beta
SAMM
1.02
Winner
TXXI
0.05
P/E Ratio
SAMM
43.33
TXXI
N/A
Forward P/E
SAMM
20.98
TXXI
N/A
PEG Ratio
SAMM
-4.76
TXXI
N/A
5Y EPS CAGR
SAMM
20.28%
TXXI
N/A
Debt to Equity
SAMM
-120.49%
TXXI
N/A
P/S Ratio
SAMM
3.46
TXXI
N/A
P/B Ratio
SAMM
4.80
TXXI
N/A
SAMM vs TXXI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SAMM
+2.47%
TXXI
+0.44%
3M
Winner
SAMM
+10.39%
TXXI
+0.92%
6M
Winner
SAMM
+9.34%
TXXI
+1.91%
1Y
Winner
SAMM
+25.00%
TXXI
+6.11%
Max(CAGR)
Winner
SAMM
+14.58%
TXXI
+4.58%
SAMM vs TXXI - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | SAMM | TXXI |
|---|---|---|
| 2026 | +7.43% | +1.34% |
| 2025 | +11.88% | +4.34% |
| 2024 | +10.47% | N/A |
SAMM vs TXXI Drawdown Comparison
The maximum drawdown for SAMM was -24.08%, occurring on Apr 8, 2025. Recovery took 194 trading sessions.
The maximum drawdown for TXXI was -3.08%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current SAMM drawdown is -3.76%. The current TXXI drawdown is -0.97%.
| Rank | SAMM | TXXI |
|---|---|---|
| #1 | -24.08% Dec 6, 2024 - Sep 18, 2025 | -3.08% Mar 2, 2026 - Mar 27, 2026 |
| #2 | -11.21% Jul 16, 2024 - Sep 19, 2024 | -2.78% Apr 3, 2025 - Aug 1, 2025 |
| #3 | -8.43% Feb 26, 2026 - Apr 20, 2026 | -0.91% Mar 21, 2025 - Apr 3, 2025 |
| #4 | -8.29% Jun 2, 2026 - Jun 10, 2026 | -0.73% Oct 27, 2025 - Jan 5, 2026 |
| #5 | -5.86% Oct 29, 2025 - Nov 28, 2025 | -0.29% Sep 17, 2025 - Oct 6, 2025 |
| #6 | -5.23% Apr 9, 2024 - May 15, 2024 | -0.27% Aug 5, 2025 - Aug 25, 2025 |
| #7 | -4.69% May 6, 2026 - May 26, 2026 | -0.22% Jan 14, 2026 - Jan 28, 2026 |
| #8 | -4.44% Oct 6, 2025 - Oct 24, 2025 | -0.20% Jan 7, 2026 - Jan 14, 2026 |
| #9 | -3.65% May 20, 2024 - Jul 12, 2024 | -0.19% Aug 27, 2025 - Sep 3, 2025 |
| #10 | -3.50% Jan 6, 2026 - Feb 9, 2026 | -0.16% Feb 10, 2026 - Feb 13, 2026 |
| #11 | -3.38% Oct 18, 2024 - Nov 6, 2024 | -0.14% Sep 11, 2025 - Sep 15, 2025 |
| #12 | -3.06% Dec 11, 2025 - Dec 22, 2025 | -0.13% Mar 13, 2025 - Mar 20, 2025 |
| #13 | -2.82% Apr 22, 2026 - May 6, 2026 | -0.09% Feb 5, 2026 - Feb 9, 2026 |
| #14 | -2.58% Feb 9, 2026 - Feb 24, 2026 | -0.07% Jan 28, 2026 - Jan 30, 2026 |
| #15 | -2.57% Nov 11, 2024 - Nov 29, 2024 | -0.07% Oct 23, 2025 - Oct 27, 2025 |
Correlation
Correlation between SAMM and TXXI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2024 - 2026)
SAMM vs TXXI dividend yield comparison.
| Year | SAMM | TXXI |
|---|---|---|
| 2026 | 0.00% | 1.37% |
| 2025 | 1.03% | 2.85% |
| 2024 | 0.70% | 0.00% |
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