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HTUS vs MSTB

Hull Tactical US ETF vs LHA Market State Tactical Beta ETF

HTUS

Hull Tactical US ETF

Annual cost

0.96%

Fund size

$152M

MSTB

LHA Market State Tactical Beta ETF

Annual cost

1.38%

Fund size

$197M

Key differences

HTUS is an alternative ETF, while MSTB is an equity ETF. HTUS charges 0.96% a year and MSTB 1.38%.

  • HTUS is an alternative fund, while MSTB is an equity fund. They carry different risk/return profiles.
  • HTUS follows a multi strategy strategy; MSTB uses active selection.
  • HTUS costs 0.42% less per year.
  • Over the last three years, HTUS has delivered higher annualized returns.
  • HTUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HTUSMSTB
Annual cost (TER)0.96%1.38%
Fund size (AUM)$152M$197M
Since20152020
Dividend yield1.12%0.38%
Asset classalternativeequity
Regionnorth americanorth america
Strategymulti strategyactive selection
CAGR 1Y+25.5%+17.4%
CAGR 3Y+21.6%+17.8%
CAGR 5Y+15.5%+8.2%
Sharpe 3Y1.021.14
Volatility 1Y11.80%10.59%
Max drawdown-47.50%-25.64%

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

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