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HFND vs MSMR

Unlimited HFND Multi-Strategy Return Tracker ETF vs McElhenny Sheffield Managed Risk ETF

HFND

Unlimited HFND Multi-Strategy Return Tracker ETF

Unlimited

Annual cost

1.07%

Fund size

$32M

MSMR

McElhenny Sheffield Managed Risk ETF

MSCM Funds

Annual cost

1.06%

Fund size

$166M

Key differences

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

Side-by-side comparison

HFNDMSMR
Annual cost (TER)1.07%1.06%
Fund size (AUM)$32M$166M
Since20222021
Dividend yield4.72%1.88%
Asset classalternativeequity
Regionnorth americanorth america
Strategymulti strategyactive selection
CAGR 1Y+18.4%+25.9%
CAGR 3Y+9.7%+20.5%
CAGR 5YN/AN/A
Sharpe 3Y0.631.40
Volatility 1Y9.44%12.03%
Max drawdown-13.31%-14.86%

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

Similar to HFND and MSMR