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ANEW vs MSMR

ProShares MSCI Transformational Changes ETF vs McElhenny Sheffield Managed Risk ETF

ANEW

ProShares MSCI Transformational Changes ETF

Annual cost

0.45%

Fund size

$8M

MSMR

McElhenny Sheffield Managed Risk ETF

Annual cost

1.06%

Fund size

$180M

Key differences

Both ANEW and MSMR are equity ETFs. ANEW charges 0.45% a year and MSMR 1.06%. The main difference: ANEW follows a index tracking strategy; MSMR uses active selection.

  • ANEW follows a index tracking strategy; MSMR uses active selection.
  • ANEW costs 0.61% less per year.
  • MSMR is much larger than ANEW. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, MSMR has delivered higher annualized returns.

Side-by-side comparison

ANEWMSMR
Annual cost (TER)0.45%1.06%
Fund size (AUM)$8M$180M
Since20202021
Dividend yield0.61%1.82%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+2.8%+21.3%
CAGR 3Y+13.8%+18.2%
CAGR 5Y+3.5%N/A
Sharpe 3Y0.681.22
Volatility 1Y13.47%12.34%
Max drawdown-39.87%-14.86%

Similar to ANEW and MSMR