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MSMR vs LQ

McElhenny Sheffield Managed Risk ETF vs Simplify Tax Aware Alternatives ETF

MSMR

McElhenny Sheffield Managed Risk ETF

MSCM Funds

Annual cost

1.06%

Fund size

$166M

LQ

Simplify Tax Aware Alternatives ETF

Simplify Asset Management

Annual cost

0.15%

Fund size

Key differences

  • LQ costs 0.91% less per year.
  • MSMR covers north america markets; LQ covers global.
  • MSMR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MSMRLQ
Annual cost (TER)1.06%0.15%
Fund size (AUM)$166M
Since20212026
Dividend yield1.88%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+26.0%N/A
CAGR 3Y+19.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.35N/A
Volatility 1Y12.02%
Max drawdown-14.86%-2.82%

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

Similar to MSMR and LQ