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MSTB vs QBUL

LHA Market State Tactical Beta ETF vs TrueShares Quarterly Bull Hedge

MSTB

LHA Market State Tactical Beta ETF

Annual cost

1.38%

Fund size

$197M

QBUL

TrueShares Quarterly Bull Hedge

Annual cost

0.79%

Fund size

$24M

Key differences

MSTB is an equity ETF, while QBUL is an alternative ETF. MSTB charges 1.38% a year and QBUL 0.79%.

  • MSTB is an equity fund, while QBUL is an alternative fund. They carry different risk/return profiles.
  • MSTB follows a active selection strategy; QBUL uses option income.
  • QBUL costs 0.59% less per year.
  • MSTB is much larger than QBUL. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

MSTBQBUL
Annual cost (TER)1.38%0.79%
Fund size (AUM)$197M$24M
Since20202024
Dividend yield0.38%8.72%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+17.4%+4.3%
CAGR 3Y+17.8%N/A
CAGR 5Y+8.2%N/A
Sharpe 3Y1.14N/A
Volatility 1Y10.59%3.80%
Max drawdown-25.64%-2.45%

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

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