SAMT vs SCHJ
Comparison between STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF (SAMT, ETF) and SCHWAB 1-5 YEAR CORPORATE BOND ETF (SCHJ, ETF).
SAMT vs SCHJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SAMT
$877M
SCHJ
$870M
Expense Ratio
SAMT
0.66%
Winner
SCHJ
0.03%
Max Drawdown
SAMT
21.14%
Winner
SCHJ
13.62%
Sharpe Ratio
Winner
SAMT
1.07
SCHJ
-0.07
5Y Beta
SAMT
0.81
Winner
SCHJ
0.03
P/E Ratio
SAMT
56.04
SCHJ
N/A
Forward P/E
SAMT
23.95
SCHJ
N/A
PEG Ratio
SAMT
0.83
SCHJ
N/A
5Y Dividends CAGR
SAMT
N/A
SCHJ
15.81%
5Y EPS CAGR
SAMT
11.78%
SCHJ
N/A
Debt to Equity
SAMT
128.82%
SCHJ
N/A
P/S Ratio
SAMT
2.44
SCHJ
N/A
P/B Ratio
SAMT
5.18
SCHJ
N/A
SAMT vs SCHJ - Historical Returns
Returns include dividend reinvestment.
1M
SAMT
-5.31%
Winner
SCHJ
+0.19%
3M
Winner
SAMT
+2.81%
SCHJ
+0.13%
6M
Winner
SAMT
+6.57%
SCHJ
+0.71%
1Y
Winner
SAMT
+25.71%
SCHJ
+3.57%
5Y(CAGR)
Winner
SAMT
+14.47%
SCHJ
+2.33%
Max(CAGR)
Winner
SAMT
+14.47%
SCHJ
+2.61%
SAMT vs SCHJ - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | SAMT | SCHJ |
|---|---|---|
| 2026 | +12.28% | +0.79% |
| 2025 | +33.08% | +6.73% |
| 2024 | +28.88% | +5.17% |
| 2023 | +2.36% | +6.15% |
| 2022 | -6.58% | -5.56% |
| 2021 | N/A | -0.65% |
| 2020 | N/A | +5.26% |
| 2019 | N/A | +0.61% |
SAMT vs SCHJ Drawdown Comparison
The maximum drawdown for SAMT was -20.56%, occurring on Mar 23, 2023. Recovery took 558 trading sessions.
The maximum drawdown for SCHJ was -13.62%, occurring on Mar 19, 2020. Recovery took 57 trading sessions.
The current SAMT drawdown is -8.36%. The current SCHJ drawdown is -0.33%.
| Rank | SAMT | SCHJ |
|---|---|---|
| #1 | -20.56% Mar 29, 2022 - Jun 18, 2024 | -13.62% Mar 5, 2020 - May 27, 2020 |
| #2 | -18.27% Feb 10, 2025 - Jun 18, 2025 | -9.43% Aug 3, 2021 - May 15, 2024 |
| #3 | -8.81% Jun 30, 2026 - Jul 20, 2026 | -1.47% Feb 27, 2026 - Jun 26, 2026 |
| #4 | -8.15% Oct 14, 2025 - Dec 22, 2025 | -1.30% Apr 3, 2025 - Apr 28, 2025 |
| #5 | -8.01% Feb 16, 2022 - Mar 29, 2022 | -1.27% Dec 3, 2020 - Aug 3, 2021 |
| #6 | -7.73% Jan 16, 2026 - Apr 13, 2026 | -1.20% Sep 24, 2024 - Jan 28, 2025 |
| #7 | -6.89% Jul 16, 2024 - Aug 23, 2024 | -0.52% Jun 10, 2020 - Jun 15, 2020 |
| #8 | -5.92% Nov 29, 2024 - Jan 21, 2025 | -0.52% Apr 29, 2025 - May 27, 2025 |
| #9 | -4.98% Jun 4, 2026 - Jun 29, 2026 | -0.50% Sep 1, 2020 - Oct 14, 2020 |
| #10 | -4.83% Jan 24, 2025 - Feb 4, 2025 | -0.49% Jul 6, 2026 - Jul 13, 2026 |
| #11 | -3.65% May 14, 2026 - May 27, 2026 | -0.49% Oct 28, 2025 - Nov 21, 2025 |
| #12 | -3.44% Aug 12, 2025 - Sep 11, 2025 | -0.39% May 15, 2024 - Jun 3, 2024 |
| #13 | -3.38% May 6, 2026 - May 11, 2026 | -0.37% Jun 5, 2024 - Jun 12, 2024 |
| #14 | -3.24% Aug 30, 2024 - Sep 13, 2024 | -0.37% Aug 6, 2020 - Aug 31, 2020 |
| #15 | -2.59% Oct 18, 2024 - Nov 6, 2024 | -0.37% Feb 5, 2025 - Feb 19, 2025 |
Correlation
Correlation between SAMT and SCHJ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2019 - 2026)
SAMT vs SCHJ dividend yield comparison.
| Year | SAMT | SCHJ |
|---|---|---|
| 2026 | 0.00% | 2.26% |
| 2025 | 0.70% | 4.42% |
| 2024 | 1.40% | 4.00% |
| 2023 | 1.49% | 2.98% |
| 2022 | 0.73% | 1.65% |
| 2021 | 0.00% | 0.94% |
| 2020 | 0.00% | 2.54% |
| 2019 | 0.00% | 0.42% |
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