MSMR vs. CLSM ETF Comparison

Comparison of McElhenny Sheffield Managed Risk ETF (MSMR) to Cabana Target Leading Sector Moderate ETF (CLSM)
MSMR

McElhenny Sheffield Managed Risk ETF

MSMR Description

McElhenny Sheffield Managed Risk ETF seeks capital appreciation while managing downside risk. The fund is an actively managed exchange-traded fund (“ETF”) that employs proprietary trend-based and sector rotation strategies developed by the fund’s investment sub-adviser. The fund invests in shares of other ETFs based on a rules-based process managed by the sub-adviser that reflects a blend of the sub-adviser’s trend-based and sector rotation strategies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$28.10

Average Daily Volume

10,811

Number of Holdings *

2

* may have additional holdings in another (foreign) market
CLSM

Cabana Target Leading Sector Moderate ETF

CLSM Description Cabana Target Leading Sector Moderate ETF is an actively managed exchange-trade- the fund incorporated in the US. The ETF seeks to achieve its investment objective primarily by allocating its assets among ETFs that invest in securities of companies in the various sectors of the U.S. market: communication services, consumer discretionary, consumer staples, energy, financials, health care, industrie.

Grade (RS Rating)

Last Trade

$20.92

Average Daily Volume

29,228

Number of Holdings *

1

* may have additional holdings in another (foreign) market
Performance
Period MSMR CLSM
30 Days 2.37% 2.88%
60 Days 5.29% 4.71%
90 Days 2.01% 2.29%
12 Months 17.44% 8.26%
1 Overlapping Holdings
Symbol Grade Weight in MSMR Weight in CLSM Overlap
QQQM A 42.37% 32.92% 32.92%
MSMR Overweight 1 Positions Relative to CLSM
Symbol Grade Weight
FNCL C 14.18%
MSMR Underweight 0 Positions Relative to CLSM
Symbol Grade Weight

MSMR: Top Represented Industries & Keywords

CLSM: Top Represented Industries & Keywords

Industries:
Keywords: Nasdaq 100 Index
Compare ETFs