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MSMR vs SPDF
McElhenny Sheffield Managed Risk ETF vs Defender Risk Adaptive 500 ETF
Key differences
- SPDF costs 0.37% less per year.
- MSMR is significantly larger than SPDF — larger funds tend to be more liquid and less likely to close.
- MSMR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MSMR | SPDF | |
|---|---|---|
| Annual cost (TER) | 1.06% | 0.69% |
| Fund size (AUM) | $166M | $5M |
| Since | 2021 | 2026 |
| Dividend yield | 1.88% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +26.0% | N/A |
| CAGR 3Y | +19.8% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.35 | N/A |
| Volatility 1Y | 12.02% | — |
| Max drawdown | -14.86% | -1.90% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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