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MSTB vs FDRS

LHA Market State Tactical Beta ETF vs Founder-Led ETF

MSTB

LHA Market State Tactical Beta ETF

Annual cost

1.38%

Fund size

$197M

FDRS

Founder-Led ETF

Annual cost

0.49%

Fund size

$94M

Key differences

Both MSTB and FDRS are equity ETFs. MSTB charges 1.38% a year and FDRS 0.49%. The main difference: MSTB follows a active selection strategy; FDRS uses index tracking.

  • MSTB follows a active selection strategy; FDRS uses index tracking.
  • FDRS costs 0.89% less per year.
  • MSTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MSTBFDRS
Annual cost (TER)1.38%0.49%
Fund size (AUM)$197M$94M
Since20202025
Dividend yield0.38%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+17.4%N/A
CAGR 3Y+17.8%N/A
CAGR 5Y+8.2%N/A
Sharpe 3Y1.14N/A
Volatility 1Y10.59%
Max drawdown-25.64%-21.64%

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

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