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DINE vs MSMR

Simplify Tax Aware Diversified Income Strategy ETF vs McElhenny Sheffield Managed Risk ETF

DINE

Simplify Tax Aware Diversified Income Strategy ETF

Simplify Asset Management

Annual cost

0.15%

Fund size

MSMR

McElhenny Sheffield Managed Risk ETF

MSCM Funds

Annual cost

1.06%

Fund size

$166M

Key differences

  • DINE costs 0.91% less per year.
  • DINE covers emerging markets markets; MSMR covers north america.
  • MSMR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DINEMSMR
Annual cost (TER)0.15%1.06%
Fund size (AUM)$166M
Since20262021
Dividend yield1.88%
Asset classequityequity
Regionemerging marketsnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+26.0%
CAGR 3YN/A+19.8%
CAGR 5YN/AN/A
Sharpe 3YN/A1.35
Volatility 1Y12.02%
Max drawdown-0.80%-14.86%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DINE and MSMR