Screener
BOXX vs MSTB
Alpha Architect 1-3 Month Box ETF vs LHA Market State Tactical Beta ETF
Key differences
BOXX is an alternative ETF, while MSTB is an equity ETF. BOXX charges 0.19% a year and MSTB 1.38%.
- BOXX is an alternative fund, while MSTB is an equity fund. They carry different risk/return profiles.
- BOXX follows a option income strategy; MSTB uses active selection.
- BOXX costs 1.19% less per year.
- BOXX is much larger than MSTB. 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
| BOXX | MSTB | |
|---|---|---|
| Annual cost (TER) | 0.19% | 1.38% |
| Fund size (AUM) | $12.1B | $197M |
| Since | 2022 | 2020 |
| Dividend yield | 0.00% | 0.38% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +4.1% | +17.4% |
| CAGR 3Y | +4.8% | +17.8% |
| CAGR 5Y | N/A | +8.2% |
| Sharpe 3Y | 2.95 | 1.14 |
| Volatility 1Y | 0.32% | 10.59% |
| Max drawdown | -0.12% | -25.64% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.