Skip to content
Beacon
Screener

MSMR vs HFND

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

MSMR

McElhenny Sheffield Managed Risk ETF

MSCM Funds

Annual cost

1.06%

Fund size

$166M

HFND

Unlimited HFND Multi-Strategy Return Tracker ETF

Unlimited

Annual cost

1.07%

Fund size

$32M

Key differences

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

Side-by-side comparison

MSMRHFND
Annual cost (TER)1.06%1.07%
Fund size (AUM)$166M$32M
Since20212022
Dividend yield1.88%4.72%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionmulti strategy
CAGR 1Y+25.9%+18.4%
CAGR 3Y+20.5%+9.7%
CAGR 5YN/AN/A
Sharpe 3Y1.400.63
Volatility 1Y12.03%9.44%
Max drawdown-14.86%-13.31%

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

Similar to MSMR and HFND