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MSTB vs DMX

LHA Market State Tactical Beta ETF vs DoubleLine Multi-Sector Income ETF

MSTB

LHA Market State Tactical Beta ETF

Annual cost

1.38%

Fund size

$197M

DMX

DoubleLine Multi-Sector Income ETF

Annual cost

0.50%

Fund size

$90M

Key differences

MSTB is an equity ETF, while DMX is a fixed income ETF. MSTB charges 1.38% a year and DMX 0.50%.

  • MSTB is an equity fund, while DMX is a fixed income fund. They carry different risk/return profiles.
  • DMX costs 0.88% less per year.

Side-by-side comparison

MSTBDMX
Annual cost (TER)1.38%0.50%
Fund size (AUM)$197M$90M
Since20202024
Dividend yield0.38%5.90%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+17.4%+6.5%
CAGR 3Y+17.8%N/A
CAGR 5Y+8.2%N/A
Sharpe 3Y1.14N/A
Volatility 1Y10.59%2.32%
Max drawdown-25.64%-2.65%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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