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MSMR vs EWJ

McElhenny Sheffield Managed Risk ETF vs iShares MSCI Japan ETF

MSMR

McElhenny Sheffield Managed Risk ETF

MSCM Funds

Annual cost

1.06%

Fund size

$166M

EWJ

iShares MSCI Japan ETF

iShares

Annual cost

0.49%

Fund size

$21.0B

Key differences

  • EWJ costs 0.57% less per year.
  • EWJ is significantly larger than MSMR — larger funds tend to be more liquid and less likely to close.
  • MSMR covers north america markets; EWJ covers asia pacific.
  • MSMR follows a active selection strategy; EWJ uses index tracking.
  • Over the last 3 years, MSMR has delivered higher annualized returns.
  • EWJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MSMREWJ
Annual cost (TER)1.06%0.49%
Fund size (AUM)$166M$21.0B
Since20211996
Dividend yield1.88%4.08%
Asset classequityequity
Regionnorth americaasia pacific
Strategyactive selectionindex tracking
CAGR 1Y+26.0%+32.2%
CAGR 3Y+19.8%+18.3%
CAGR 5YN/A+9.2%
Sharpe 3Y1.350.80
Volatility 1Y12.02%19.81%
Max drawdown-14.86%-33.14%

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

Similar to MSMR and EWJ