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TLDR vs MSTB

The Laddered T-Bill ETF vs LHA Market State Tactical Beta ETF

TLDR

The Laddered T-Bill ETF

Annual cost

0.20%

Fund size

$6M

MSTB

LHA Market State Tactical Beta ETF

Annual cost

1.38%

Fund size

$197M

Key differences

TLDR is a fixed income ETF, while MSTB is an equity ETF. TLDR charges 0.20% a year and MSTB 1.38%.

  • TLDR is a fixed income fund, while MSTB is an equity fund. They carry different risk/return profiles.
  • TLDR costs 1.18% less per year.
  • MSTB is much larger than TLDR. Larger funds are usually more liquid and less likely to close.
  • MSTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TLDRMSTB
Annual cost (TER)0.20%1.38%
Fund size (AUM)$6M$197M
Since20262020
Dividend yield0.38%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+17.4%
CAGR 3YN/A+17.8%
CAGR 5YN/A+8.2%
Sharpe 3YN/A1.14
Volatility 1Y10.59%
Max drawdown-0.05%-25.64%

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

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