Screener
MSTB vs AAVM
LHA Market State Tactical Beta ETF vs Alpha Architect Global Factor Equity ETF
Key differences
Both MSTB and AAVM are equity ETFs. MSTB charges 1.38% a year and AAVM 0.38%. The main difference: MSTB covers North America; AAVM covers global markets.
- MSTB covers North America; AAVM covers global markets.
- AAVM costs 1.00% less per year.
- MSTB is much larger than AAVM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AAVM has delivered higher annualized returns.
Side-by-side comparison
| MSTB | AAVM | |
|---|---|---|
| Annual cost (TER) | 1.38% | 0.38% |
| Fund size (AUM) | $197M | $26M |
| Since | 2020 | 2017 |
| Dividend yield | 0.38% | 1.74% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.4% | +32.9% |
| CAGR 3Y | +17.8% | +19.0% |
| CAGR 5Y | +8.2% | +6.7% |
| Sharpe 3Y | 1.14 | 0.85 |
| Volatility 1Y | 10.59% | 15.96% |
| Max drawdown | -25.64% | -34.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.