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FDRS vs MSTB

Founder-Led ETF vs LHA Market State Tactical Beta ETF

FDRS

Founder-Led ETF

Annual cost

0.49%

Fund size

$94M

MSTB

LHA Market State Tactical Beta ETF

Annual cost

1.38%

Fund size

$197M

Key differences

Both FDRS and MSTB are equity ETFs. FDRS charges 0.49% a year and MSTB 1.38%. The main difference: FDRS follows a index tracking strategy; MSTB uses active selection.

  • FDRS follows a index tracking strategy; MSTB uses active selection.
  • FDRS costs 0.89% less per year.
  • MSTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FDRSMSTB
Annual cost (TER)0.49%1.38%
Fund size (AUM)$94M$197M
Since20252020
Dividend yield0.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1YN/A+17.4%
CAGR 3YN/A+17.8%
CAGR 5YN/A+8.2%
Sharpe 3YN/A1.14
Volatility 1Y10.59%
Max drawdown-21.64%-25.64%

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

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