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MPRO vs MSMR

Monarch ProCap ETF vs McElhenny Sheffield Managed Risk ETF

MPRO

Monarch ProCap ETF

Monarch Funds

Annual cost

1.07%

Fund size

$253M

MSMR

McElhenny Sheffield Managed Risk ETF

MSCM Funds

Annual cost

1.06%

Fund size

$166M

Key differences

  • MPRO is classified as mixed asset, while MSMR is equity — different risk/return profiles.
  • MPRO follows a index tracking strategy; MSMR uses active selection.
  • Over the last 3 years, MSMR has delivered higher annualized returns.

Side-by-side comparison

MPROMSMR
Annual cost (TER)1.07%1.06%
Fund size (AUM)$253M$166M
Since20212021
Dividend yield1.89%1.88%
Asset classmixed assetequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+14.7%+25.9%
CAGR 3Y+10.3%+20.5%
CAGR 5Y+5.7%N/A
Sharpe 3Y0.821.40
Volatility 1Y6.68%12.03%
Max drawdown-14.50%-14.86%

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

Similar to MPRO and MSMR