Screener
MSTB vs SCHX
LHA Market State Tactical Beta ETF vs Schwab U.S. Large-Cap ETF
Key differences
Both MSTB and SCHX are equity ETFs. MSTB charges 1.38% a year and SCHX 0.03%. The main difference: MSTB follows a active selection strategy; SCHX uses index tracking.
- MSTB follows a active selection strategy; SCHX uses index tracking.
- SCHX costs 1.35% less per year.
- SCHX is much larger than MSTB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SCHX has delivered higher annualized returns.
- SCHX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MSTB | SCHX | |
|---|---|---|
| Annual cost (TER) | 1.38% | 0.03% |
| Fund size (AUM) | $197M | $72.6B |
| Since | 2020 | 2009 |
| Dividend yield | 0.38% | 1.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.4% | +24.1% |
| CAGR 3Y | +17.8% | +21.8% |
| CAGR 5Y | +8.2% | +12.9% |
| Sharpe 3Y | 1.14 | 1.15 |
| Volatility 1Y | 10.59% | 12.47% |
| Max drawdown | -25.64% | -34.33% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.