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DRSK vs MSMR

Aptus Defined Risk ETF vs McElhenny Sheffield Managed Risk ETF

DRSK

Aptus Defined Risk ETF

APTUS ETFs

Annual cost

0.78%

Fund size

$1.5B

MSMR

McElhenny Sheffield Managed Risk ETF

MSCM Funds

Annual cost

1.06%

Fund size

$166M

Key differences

  • DRSK costs 0.28% less per year.
  • DRSK is significantly larger than MSMR — larger funds tend to be more liquid and less likely to close.
  • DRSK is classified as alternative, while MSMR is equity — different risk/return profiles.
  • DRSK follows a option income strategy; MSMR uses active selection.
  • Over the last 3 years, MSMR has delivered higher annualized returns.

Side-by-side comparison

DRSKMSMR
Annual cost (TER)0.78%1.06%
Fund size (AUM)$1.5B$166M
Since20182021
Dividend yield3.72%1.88%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+9.1%+25.9%
CAGR 3Y+9.0%+20.5%
CAGR 5Y+2.8%N/A
Sharpe 3Y0.681.40
Volatility 1Y8.23%12.03%
Max drawdown-19.87%-14.86%

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

Similar to DRSK and MSMR