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MSMR vs DDX

McElhenny Sheffield Managed Risk ETF vs EA Series Trust - Defined Duration 10 ETF

MSMR

McElhenny Sheffield Managed Risk ETF

MSCM Funds

Annual cost

1.06%

Fund size

$166M

DDX

EA Series Trust - Defined Duration 10 ETF

Annual cost

Fund size

Key differences

  • MSMR is classified as equity, while DDX is mixed asset — different risk/return profiles.
  • Over the last 3 years, MSMR has delivered higher annualized returns.

Side-by-side comparison

MSMRDDX
Annual cost (TER)1.06%
Fund size (AUM)$166M
Since2021
Dividend yield1.88%
Asset classequitymixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+25.9%+13.7%
CAGR 3Y+20.5%+8.2%
CAGR 5YN/AN/A
Sharpe 3Y1.400.73
Volatility 1Y12.03%5.52%
Max drawdown-14.86%-21.27%

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

Similar to MSMR and DDX