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MSTB vs TLDR

LHA Market State Tactical Beta ETF vs The Laddered T-Bill ETF

MSTB

LHA Market State Tactical Beta ETF

Annual cost

1.38%

Fund size

$197M

TLDR

The Laddered T-Bill ETF

Annual cost

0.20%

Fund size

$6M

Key differences

MSTB is an equity ETF, while TLDR is a fixed income ETF. MSTB charges 1.38% a year and TLDR 0.20%.

  • MSTB is an equity fund, while TLDR is a fixed income fund. They carry different risk/return profiles.
  • TLDR costs 1.18% less per year.
  • MSTB is much larger than TLDR. Larger funds are usually more liquid and less likely to close.
  • MSTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MSTBTLDR
Annual cost (TER)1.38%0.20%
Fund size (AUM)$197M$6M
Since20202026
Dividend yield0.38%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+17.4%N/A
CAGR 3Y+17.8%N/A
CAGR 5Y+8.2%N/A
Sharpe 3Y1.14N/A
Volatility 1Y10.59%
Max drawdown-25.64%-0.05%

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

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