Screener
MSMR vs RSBA
McElhenny Sheffield Managed Risk ETF vs Return Stacked Bonds & Merger Arbitrage ETF
Key differences
- RSBA costs 0.05% less per year.
- MSMR is significantly larger than RSBA — larger funds tend to be more liquid and less likely to close.
- MSMR is classified as equity, while RSBA is alternative — different risk/return profiles.
- MSMR follows a active selection strategy; RSBA uses arbitrage.
Side-by-side comparison
| MSMR | RSBA | |
|---|---|---|
| Annual cost (TER) | 1.06% | 1.01% |
| Fund size (AUM) | $166M | $53M |
| Since | 2021 | 2024 |
| Dividend yield | 1.88% | 2.84% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | arbitrage |
| CAGR 1Y | +25.9% | +5.2% |
| CAGR 3Y | +20.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.40 | N/A |
| Volatility 1Y | 12.03% | 4.62% |
| Max drawdown | -14.86% | -2.83% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to MSMR and RSBA
Explore further