Screener
MSTB vs BDGS
LHA Market State Tactical Beta ETF vs Bridges Capital Tactical ETF
Key differences
Both MSTB and BDGS are equity ETFs. MSTB charges 1.38% a year and BDGS 0.87%. The main difference: BDGS costs 0.51% less per year.
- BDGS costs 0.51% less per year.
- MSTB is much larger than BDGS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, MSTB has delivered higher annualized returns.
Side-by-side comparison
| MSTB | BDGS | |
|---|---|---|
| Annual cost (TER) | 1.38% | 0.87% |
| Fund size (AUM) | $197M | $44M |
| Since | 2020 | 2023 |
| Dividend yield | 0.38% | 0.52% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.4% | +12.6% |
| CAGR 3Y | +17.8% | +13.8% |
| CAGR 5Y | +8.2% | N/A |
| Sharpe 3Y | 1.14 | 1.18 |
| Volatility 1Y | 10.59% | 6.13% |
| Max drawdown | -25.64% | -9.12% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.