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MSTB vs RPHS

LHA Market State Tactical Beta ETF vs Regents Park Hedged Market Strategy ETF

MSTB

LHA Market State Tactical Beta ETF

Annual cost

1.38%

Fund size

$197M

RPHS

Regents Park Hedged Market Strategy ETF

Annual cost

0.75%

Fund size

$56M

Key differences

MSTB is an equity ETF, while RPHS is an alternative ETF. MSTB charges 1.38% a year and RPHS 0.75%.

  • MSTB is an equity fund, while RPHS is an alternative fund. They carry different risk/return profiles.
  • RPHS costs 0.63% less per year.
  • MSTB is much larger than RPHS. 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

MSTBRPHS
Annual cost (TER)1.38%0.75%
Fund size (AUM)$197M$56M
Since20202022
Dividend yield0.38%2.76%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+17.4%+16.5%
CAGR 3Y+17.8%+14.4%
CAGR 5Y+8.2%N/A
Sharpe 3Y1.140.94
Volatility 1Y10.59%10.73%
Max drawdown-25.64%-15.77%

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

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