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RMIF vs MSTB

LHA Risk-Managed Income ETF vs LHA Market State Tactical Beta ETF

RMIF

LHA Risk-Managed Income ETF

Annual cost

1.55%

Fund size

$26M

MSTB

LHA Market State Tactical Beta ETF

Annual cost

1.38%

Fund size

$197M

Key differences

RMIF is a fixed income ETF, while MSTB is an equity ETF. RMIF charges 1.55% a year and MSTB 1.38%.

  • RMIF is a fixed income fund, while MSTB is an equity fund. They carry different risk/return profiles.
  • MSTB costs 0.17% less per year.
  • MSTB is much larger than RMIF. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

RMIFMSTB
Annual cost (TER)1.55%1.38%
Fund size (AUM)$26M$197M
Since20232020
Dividend yield5.29%0.38%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+3.0%+17.4%
CAGR 3YN/A+17.8%
CAGR 5YN/A+8.2%
Sharpe 3YN/A1.14
Volatility 1Y2.65%10.59%
Max drawdown-3.01%-25.64%

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

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