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MSTQ vs MSTB

LHA Market State Tactical Q ETF vs LHA Market State Tactical Beta ETF

MSTQ

LHA Market State Tactical Q ETF

Annual cost

1.55%

Fund size

$39M

MSTB

LHA Market State Tactical Beta ETF

Annual cost

1.38%

Fund size

$197M

Key differences

MSTQ is an alternative ETF, while MSTB is an equity ETF. MSTQ charges 1.55% a year and MSTB 1.38%.

  • MSTQ is an alternative fund, while MSTB is an equity fund. They carry different risk/return profiles.
  • MSTQ follows a option income strategy; MSTB uses active selection.
  • MSTB costs 0.17% less per year.
  • MSTB is much larger than MSTQ. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, MSTQ has delivered higher annualized returns.

Side-by-side comparison

MSTQMSTB
Annual cost (TER)1.55%1.38%
Fund size (AUM)$39M$197M
Since20222020
Dividend yield0.65%0.38%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+27.0%+17.4%
CAGR 3Y+23.5%+17.8%
CAGR 5YN/A+8.2%
Sharpe 3Y1.141.14
Volatility 1Y15.40%10.59%
Max drawdown-31.05%-25.64%

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

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