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MSMR vs IPAC
McElhenny Sheffield Managed Risk ETF vs iShares Core MSCI Pacific ETF
Key differences
- IPAC costs 0.97% less per year.
- IPAC is significantly larger than MSMR — larger funds tend to be more liquid and less likely to close.
- MSMR follows a active selection strategy; IPAC uses index tracking.
- Over the last 3 years, MSMR has delivered higher annualized returns.
- IPAC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MSMR | IPAC | |
|---|---|---|
| Annual cost (TER) | 1.06% | 0.09% |
| Fund size (AUM) | $166M | $2.5B |
| Since | 2021 | 2014 |
| Dividend yield | 1.88% | 3.92% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | active selection | index tracking |
| CAGR 1Y | +26.0% | +28.9% |
| CAGR 3Y | +19.8% | +16.7% |
| CAGR 5Y | N/A | +8.2% |
| Sharpe 3Y | 1.35 | 0.80 |
| Volatility 1Y | 12.02% | 16.62% |
| Max drawdown | -14.86% | -31.00% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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