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WZRD vs MSTB

Opportunistic Trader ETF vs LHA Market State Tactical Beta ETF

WZRD

Opportunistic Trader ETF

Annual cost

1.00%

Fund size

$3M

MSTB

LHA Market State Tactical Beta ETF

Annual cost

1.38%

Fund size

$197M

Key differences

WZRD is an alternative ETF, while MSTB is an equity ETF. WZRD charges 1.00% a year and MSTB 1.38%.

  • WZRD is an alternative fund, while MSTB is an equity fund. They carry different risk/return profiles.
  • WZRD follows a structured outcome strategy; MSTB uses active selection.
  • WZRD costs 0.38% less per year.
  • MSTB is much larger than WZRD. 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

WZRDMSTB
Annual cost (TER)1.00%1.38%
Fund size (AUM)$3M$197M
Since20252020
Dividend yield0.38%
Asset classalternativeequity
Regionnorth americanorth america
Strategystructured outcomeactive 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-79.00%-25.64%

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

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