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MSSS vs LST

Monarch Select Subsector ETF vs Leuthold Select Industries ETF

MSSS

Monarch Select Subsector ETF

Monarch Funds

Annual cost

1.43%

Fund size

$128M

LST

Leuthold Select Industries ETF

Leuthold

Annual cost

0.65%

Fund size

$150M

Key differences

  • LST costs 0.78% less per year.
  • MSSS follows a index tracking strategy; LST uses active selection.
  • LST has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MSSSLST
Annual cost (TER)1.43%0.65%
Fund size (AUM)$128M$150M
Since20242000
Dividend yield0.36%0.34%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+23.3%+33.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.19%14.38%
Max drawdown-19.14%-19.47%

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

Similar to MSSS and LST