SAMT vs JCPI
Comparison between STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF (SAMT, ETF) and JPMORGAN INFLATION MANAGED BOND ETF (JCPI, ETF).
SAMT vs JCPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SAMT
$869M
Winner
JCPI
$871M
Expense Ratio
SAMT
0.66%
Winner
JCPI
0.25%
Max Drawdown
SAMT
21.14%
Winner
JCPI
10.91%
Sharpe Ratio
Winner
SAMT
1.18
JCPI
-0.49
5Y Beta
SAMT
0.81
Winner
JCPI
0.04
P/E Ratio
SAMT
45.03
JCPI
N/A
Forward P/E
SAMT
23.35
JCPI
N/A
5Y EPS CAGR
SAMT
15.43%
JCPI
N/A
Debt to Equity
SAMT
81.09%
JCPI
N/A
P/S Ratio
SAMT
2.42
JCPI
N/A
P/B Ratio
SAMT
4.99
JCPI
N/A
SAMT vs JCPI - Historical Returns
Returns include dividend reinvestment.
1M
SAMT
-1.13%
Winner
JCPI
+0.08%
3M
SAMT
-3.89%
Winner
JCPI
-0.03%
6M
Winner
SAMT
+9.79%
JCPI
-0.05%
1Y
Winner
SAMT
+26.09%
JCPI
+2.34%
5Y(CAGR)
Winner
SAMT
+13.90%
JCPI
+2.74%
Max(CAGR)
Winner
SAMT
+13.90%
JCPI
+2.74%
SAMT vs JCPI - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | SAMT | JCPI |
|---|---|---|
| 2026 | +11.01% | +1.19% |
| 2025 | +33.08% | +7.53% |
| 2024 | +28.88% | +4.86% |
| 2023 | +2.36% | +4.54% |
| 2022 | -6.58% | -5.52% |
SAMT vs JCPI Drawdown Comparison
The maximum drawdown for SAMT was -20.56%, occurring on Mar 23, 2023. Recovery took 558 trading sessions.
The maximum drawdown for JCPI was -7.85%, occurring on Sep 30, 2022. Recovery took 450 trading sessions.
The current SAMT drawdown is -9.40%. The current JCPI drawdown is -0.95%.
| Rank | SAMT | JCPI |
|---|---|---|
| #1 | -20.56% Mar 29, 2022 - Jun 18, 2024 | -7.85% Aug 1, 2022 - May 15, 2024 |
| #2 | -18.27% Feb 10, 2025 - Jun 18, 2025 | -3.11% May 27, 2022 - Jul 29, 2022 |
| #3 | -10.02% Jun 30, 2026 - Aug 20, 2026 | -2.77% Apr 3, 2025 - Jun 27, 2025 |
| #4 | -8.15% Oct 14, 2025 - Dec 22, 2025 | -2.41% Sep 24, 2024 - Feb 20, 2025 |
| #5 | -8.01% Feb 16, 2022 - Mar 29, 2022 | -2.04% Apr 11, 2022 - May 27, 2022 |
| #6 | -7.73% Jan 16, 2026 - Apr 13, 2026 | -1.60% Feb 27, 2026 - Apr 14, 2026 |
| #7 | -6.89% Jul 16, 2024 - Aug 23, 2024 | -1.40% May 1, 2026 - Jul 27, 2026 |
| #8 | -5.92% Nov 29, 2024 - Jan 21, 2025 | -1.00% Jun 5, 2024 - Jun 20, 2024 |
| #9 | -4.98% Jun 4, 2026 - Jun 29, 2026 | -0.90% Oct 22, 2025 - Feb 10, 2026 |
| #10 | -4.83% Jan 24, 2025 - Feb 4, 2025 | -0.83% Mar 3, 2025 - Mar 28, 2025 |
| #11 | -3.65% May 14, 2026 - May 27, 2026 | -0.76% May 16, 2024 - Jun 3, 2024 |
| #12 | -3.44% Aug 12, 2025 - Sep 11, 2025 | -0.61% Aug 5, 2024 - Aug 21, 2024 |
| #13 | -3.38% May 6, 2026 - May 11, 2026 | -0.57% Sep 11, 2025 - Oct 14, 2025 |
| #14 | -3.24% Aug 30, 2024 - Sep 13, 2024 | -0.51% Jul 16, 2024 - Jul 31, 2024 |
| #15 | -2.59% Oct 18, 2024 - Nov 6, 2024 | -0.48% Aug 28, 2024 - Sep 6, 2024 |
Correlation
Correlation between SAMT and JCPI is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2022 - 2026)
SAMT vs JCPI dividend yield comparison.
| Year | SAMT | JCPI |
|---|---|---|
| 2026 | 0.00% | 2.75% |
| 2025 | 0.70% | 3.93% |
| 2024 | 1.40% | 3.98% |
| 2023 | 1.49% | 3.45% |
| 2022 | 0.73% | 3.29% |
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