MSMR vs. ADFI ETF Comparison
Comparison of McElhenny Sheffield Managed Risk ETF (MSMR) to Anfield Dynamic Fixed Income ETF (ADFI)
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
$28.20
Average Daily Volume
4,433
2
ADFI
Anfield Dynamic Fixed Income ETF
ADFI Description
The investment seeks to provide total return with capital preservation as a secondary objective. The fund is an actively managed ETF that is a fund of funds, meaning that it primarily invests its assets in securities of other ETFs. It normally invests at least 80% of its net assets, including any borrowings for investment purposes, in other unaffiliated ETFs that invest in any facet of the global debt markets, including corporate bonds, U.S. government and agency securities, private debt, foreign sovereign bonds, convertible securities, bank loans, asset-backed securities, mortgage-backed securities, and cash equivalent instruments.Grade (RS Rating)
Last Trade
$8.78
Average Daily Volume
20,980
6
Performance
| Period | MSMR | ADFI |
|---|---|---|
| 30 Days | -1.84% | 2.09% |
| 60 Days | -1.36% | 3.29% |
| 90 Days | 2.61% | 3.82% |
| 12 Months | 14.36% | 7.33% |
0 Overlapping Holdings
| Symbol | Grade | Weight in MSMR | Weight in ADFI | Overlap |
|---|
MSMR: Top Represented Industries & Keywords
ADFI: Top Represented Industries & Keywords
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