MSMR vs. SECT ETF Comparison
Comparison of McElhenny Sheffield Managed Risk ETF (MSMR) to Main Sector Rotation ETF (SECT)
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
$29.17
Average Daily Volume
4,491
2
SECT
Main Sector Rotation ETF
SECT Description
The investment seeks to outperform the S&P 500 in rising markets while limiting losses during periods of decline. The fund utilizes a fund of funds structure to invest in sector based equity ETFs. It seeks to achieve its objective through dynamic sector rotation. The Adviser focuses its research primarily on sector selection by carefully reviewing the sector, industry, and sub-industries in the fund's portfolio. The Adviser chooses sectors it believes are undervalued and poised to respond favorably to financial market catalysts. The fund sell a security when it achieves its target price and is, in the opinion of the Adviser, no longer undervalued.Grade (RS Rating)
Last Trade
$52.49
Average Daily Volume
88,755
7
Performance
Period | MSMR | SECT |
---|---|---|
30 Days | -0.22% | -0.04% |
60 Days | 2.81% | 0.90% |
90 Days | 3.59% | 3.43% |
12 Months | 18.71% | 22.06% |
1 Overlapping Holdings
Symbol | Grade | Weight in MSMR | Weight in SECT | Overlap | |
---|---|---|---|---|---|
XLC | B | 14.33% | 14.14% | 14.14% |
MSMR Overweight 1 Positions Relative to SECT
Symbol | Grade | Weight | |
---|---|---|---|
QQQM | C | 38.97% |
MSMR: Top Represented Industries & Keywords
SECT: Top Represented Industries & Keywords