MSMR vs. IRTR ETF Comparison
Comparison of McElhenny Sheffield Managed Risk ETF (MSMR) to iShares LifePath Retirement ETF (IRTR)
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
$29.77
Average Daily Volume
5,484
2
IRTR
iShares LifePath Retirement ETF
IRTR Description
iShares® LifePath® Retirement ETF seeks to provide exposure to a conservative, broad portfolio of ETFs covering global asset classes. It is designed for investors expecting to retire or begin withdrawing assets in the near future and the current allocation is expected to remain unchanged.Grade (RS Rating)
Last Trade
$29.04
Average Daily Volume
4,296
13
Performance
| Period | MSMR | IRTR |
|---|---|---|
| 30 Days | 0.43% | 1.58% |
| 60 Days | 2.56% | 3.86% |
| 90 Days | 5.13% | 4.80% |
| 12 Months | 26.36% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MSMR | Weight in IRTR | Overlap | |
|---|---|---|---|---|---|
| GOVT | B | 39.44% | 18.62% | 18.62% |
MSMR Overweight 1 Positions Relative to IRTR
| Symbol | Grade | Weight | |
|---|---|---|---|
| XLC | A | 14.65% |
MSMR: Top Represented Industries & Keywords
IRTR: Top Represented Industries & Keywords
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