Screener
MSTB vs SSPY
LHA Market State Tactical Beta ETF vs Stratified LargeCap Index ETF
Key differences
Both MSTB and SSPY are equity ETFs. MSTB charges 1.38% a year and SSPY 0.45%. The main difference: MSTB follows a active selection strategy; SSPY uses index tracking.
- MSTB follows a active selection strategy; SSPY uses index tracking.
- SSPY costs 0.93% less per year.
- Over the last three years, MSTB has delivered higher annualized returns.
Side-by-side comparison
| MSTB | SSPY | |
|---|---|---|
| Annual cost (TER) | 1.38% | 0.45% |
| Fund size (AUM) | $197M | $125M |
| Since | 2020 | 2019 |
| Dividend yield | 0.38% | 1.26% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.4% | +21.3% |
| CAGR 3Y | +17.8% | +14.9% |
| CAGR 5Y | +8.2% | +9.2% |
| Sharpe 3Y | 1.14 | 0.84 |
| Volatility 1Y | 10.59% | 10.78% |
| Max drawdown | -25.64% | -36.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.