Screener
BSR vs MSMR
Pacific Select Fund vs McElhenny Sheffield Managed Risk ETF
Key differences
- MSMR is significantly larger than BSR — larger funds tend to be more liquid and less likely to close.
- BSR is classified as mixed asset, while MSMR is equity — different risk/return profiles.
- Over the last 3 years, MSMR has delivered higher annualized returns.
Side-by-side comparison
| BSR | MSMR | |
|---|---|---|
| Annual cost (TER) | 1.09% | 1.06% |
| Fund size (AUM) | $39M | $166M |
| Since | 2023 | 2021 |
| Dividend yield | 1.02% | 1.88% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +12.5% | +25.9% |
| CAGR 3Y | +8.0% | +20.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.33 | 1.40 |
| Volatility 1Y | 8.71% | 12.03% |
| Max drawdown | -15.68% | -14.86% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to BSR and MSMR
Explore further