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RMIF vs MSTQ

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

RMIF

LHA Risk-Managed Income ETF

Annual cost

1.55%

Fund size

$26M

MSTQ

LHA Market State Tactical Q ETF

Annual cost

1.55%

Fund size

$39M

Key differences

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

  • RMIF is a fixed income fund, while MSTQ is an alternative fund. They carry different risk/return profiles.
  • RMIF follows a active selection strategy; MSTQ uses option income.

Side-by-side comparison

RMIFMSTQ
Annual cost (TER)1.55%1.55%
Fund size (AUM)$26M$39M
Since20232022
Dividend yield5.29%0.65%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+3.0%+27.0%
CAGR 3YN/A+23.5%
CAGR 5YN/AN/A
Sharpe 3YN/A1.14
Volatility 1Y2.65%15.40%
Max drawdown-3.01%-31.05%

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

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