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BDGS vs MSTB

Bridges Capital Tactical ETF vs LHA Market State Tactical Beta ETF

BDGS

Bridges Capital Tactical ETF

Annual cost

0.87%

Fund size

$44M

MSTB

LHA Market State Tactical Beta ETF

Annual cost

1.38%

Fund size

$197M

Key differences

Both BDGS and MSTB are equity ETFs. BDGS charges 0.87% a year and MSTB 1.38%. The main difference: BDGS costs 0.51% less per year.

  • BDGS costs 0.51% less per year.
  • MSTB is much larger than BDGS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, MSTB has delivered higher annualized returns.

Side-by-side comparison

BDGSMSTB
Annual cost (TER)0.87%1.38%
Fund size (AUM)$44M$197M
Since20232020
Dividend yield0.52%0.38%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+12.6%+17.4%
CAGR 3Y+13.8%+17.8%
CAGR 5YN/A+8.2%
Sharpe 3Y1.181.14
Volatility 1Y6.13%10.59%
Max drawdown-9.12%-25.64%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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