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TLDR vs MSTQ

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

TLDR

The Laddered T-Bill ETF

Annual cost

0.20%

Fund size

$6M

MSTQ

LHA Market State Tactical Q ETF

Annual cost

1.55%

Fund size

$39M

Key differences

TLDR is a fixed income ETF, while MSTQ is an alternative ETF. TLDR charges 0.20% a year and MSTQ 1.55%.

  • TLDR is a fixed income fund, while MSTQ is an alternative fund. They carry different risk/return profiles.
  • TLDR follows a active selection strategy; MSTQ uses option income.
  • TLDR costs 1.35% less per year.
  • MSTQ is much larger than TLDR. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TLDRMSTQ
Annual cost (TER)0.20%1.55%
Fund size (AUM)$6M$39M
Since20262022
Dividend yield0.65%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1YN/A+27.0%
CAGR 3YN/A+23.5%
CAGR 5YN/AN/A
Sharpe 3YN/A1.14
Volatility 1Y15.40%
Max drawdown-0.05%-31.05%

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

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