MSMR vs. TACK ETF Comparison
Comparison of McElhenny Sheffield Managed Risk ETF (MSMR) to Fairlead Tactical Sector ETF (TACK)
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
$29.05
Average Daily Volume
10,520
3
TACK
Fairlead Tactical Sector ETF
TACK Description
The investment seeks capital appreciation with limited drawdowns. The fund is a diversified actively-managed ETF that under normal circumstances will invest more than 80% of the fund’s net assets in passive domestic equity sector ETFs and ETFs investing respectively in gold and U.S. Treasuries. The fund’s principal investment strategy will employ a systematic approach to technical analysis focused on the identification of important trends.Grade (RS Rating)
Last Trade
$26.61
Average Daily Volume
21,276
1
Performance
Period | MSMR | TACK |
---|---|---|
30 Days | 3.34% | 2.48% |
60 Days | 6.82% | 2.99% |
90 Days | 8.97% | 4.73% |
12 Months | 16.07% | 12.78% |
1 Overlapping Holdings
Symbol | Grade | Weight in MSMR | Weight in TACK | Overlap | |
---|---|---|---|---|---|
XLC | C | 14.33% | 11.88% | 11.88% |
MSMR Underweight 0 Positions Relative to TACK
Symbol | Grade | Weight |
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MSMR: Top Represented Industries & Keywords
TACK: Top Represented Industries & Keywords