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MSTQ vs ZHOG

LHA Market State Tactical Q ETF vs F/m Opportunistic Income ETF

MSTQ

LHA Market State Tactical Q ETF

Annual cost

1.55%

Fund size

$39M

ZHOG

F/m Opportunistic Income ETF

Annual cost

0.43%

Fund size

$46M

Key differences

MSTQ is an alternative ETF, while ZHOG is a fixed income ETF. MSTQ charges 1.55% a year and ZHOG 0.43%.

  • MSTQ is an alternative fund, while ZHOG is a fixed income fund. They carry different risk/return profiles.
  • MSTQ follows a option income strategy; ZHOG uses active selection.
  • ZHOG costs 1.12% less per year.

Side-by-side comparison

MSTQZHOG
Annual cost (TER)1.55%0.43%
Fund size (AUM)$39M$46M
Since20222023
Dividend yield0.65%5.61%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+27.0%+5.3%
CAGR 3Y+23.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.14N/A
Volatility 1Y15.40%1.58%
Max drawdown-31.05%-3.66%

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

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