Screener
MSMR vs XXV
McElhenny Sheffield Managed Risk ETF vs Simplify Ancorato Target 25 Distribution ETF
Key differences
- XXV costs 0.21% less per year.
- MSMR is significantly larger than XXV — larger funds tend to be more liquid and less likely to close.
- MSMR is classified as equity, while XXV is alternative — different risk/return profiles.
- MSMR follows a active selection strategy; XXV uses option income.
Side-by-side comparison
| MSMR | XXV | |
|---|---|---|
| Annual cost (TER) | 1.06% | 0.85% |
| Fund size (AUM) | $166M | $52M |
| Since | 2021 | 2025 |
| Dividend yield | 1.88% | — |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| 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% | -8.90% |
Similar to MSMR and XXV
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