Screener
MSTB vs MSTQ
LHA Market State Tactical Beta ETF vs LHA Market State Tactical Q ETF
Key differences
MSTB is an equity ETF, while MSTQ is an alternative ETF. MSTB charges 1.38% a year and MSTQ 1.55%.
- MSTB is an equity fund, while MSTQ is an alternative fund. They carry different risk/return profiles.
- MSTB follows a active selection strategy; MSTQ uses option income.
- MSTB costs 0.17% less per year.
- MSTB is much larger than MSTQ. Larger funds are usually more liquid and less likely to close.
- Over the last three years, MSTQ has delivered higher annualized returns.
Side-by-side comparison
| MSTB | MSTQ | |
|---|---|---|
| Annual cost (TER) | 1.38% | 1.55% |
| Fund size (AUM) | $197M | $39M |
| Since | 2020 | 2022 |
| Dividend yield | 0.38% | 0.65% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +15.4% | +22.9% |
| CAGR 3Y | +17.1% | +21.4% |
| CAGR 5Y | +8.0% | N/A |
| Sharpe 3Y | 1.09 | 1.04 |
| Volatility 1Y | 10.49% | 15.13% |
| Max drawdown | -25.64% | -31.05% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.