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MSTQ vs HEDG

LHA Market State Tactical Q ETF vs Equable Shares Hedged Equity ETF

MSTQ

LHA Market State Tactical Q ETF

Annual cost

1.55%

Fund size

$39M

HEDG

Equable Shares Hedged Equity ETF

Annual cost

0.96%

Fund size

$401M

Key differences

Both MSTQ and HEDG are alternative ETFs. MSTQ charges 1.55% a year and HEDG 0.96%. The main difference: MSTQ follows a option income strategy; HEDG uses long short.

  • MSTQ follows a option income strategy; HEDG uses long short.
  • HEDG costs 0.59% less per year.
  • HEDG is much larger than MSTQ. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

MSTQHEDG
Annual cost (TER)1.55%0.96%
Fund size (AUM)$39M$401M
Since20222019
Dividend yield0.65%2.08%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomelong short
CAGR 1Y+27.0%N/A
CAGR 3Y+23.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.14N/A
Volatility 1Y15.40%
Max drawdown-31.05%-3.85%

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

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