MSSS vs. MSMR ETF Comparison
Comparison of Monarch Select Subsector Index ETF (MSSS) to McElhenny Sheffield Managed Risk ETF (MSMR)
MSSS
Monarch Select Subsector Index ETF
MSSS Description
MSSS is a fund-of-ETFs that provide exposure to companies considered part of economically advantageous US sectors and subsectors. The fund follows a proprietary rules-based methodology that selects sectors and subsectors based on the phase of the economic cycle. The methodology uses employment trends to determine the phase of the economic cycle. It then identifies the sectors and subsectors that have historically performed well during such cycle. The fund selects 10 US-listed ETFs that are expected to deliver the best risk-adjusted return for the identified phase. As the fund may hold subsector funds within the same sector, MSSS may have significant exposure in one or more sectors relative to others. The fund employs a replication indexing strategy in which it invests in securities in approximately the same proportions as the underlying index.
Grade (RS Rating)
Last Trade
$27.80
Average Daily Volume
7,108
5
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
$29.62
Average Daily Volume
5,464
3
Performance
Period | MSSS | MSMR |
---|---|---|
30 Days | -3.64% | -0.36% |
60 Days | -1.84% | 0.06% |
90 Days | 3.22% | 2.19% |
12 Months | 24.15% |
1 Overlapping Holdings
Symbol | Grade | Weight in MSSS | Weight in MSMR | Overlap | |
---|---|---|---|---|---|
XAR | C | 10.06% | 14.7% | 10.06% |
MSSS: Top Represented Industries & Keywords
MSMR: Top Represented Industries & Keywords