ACTV vs MSOS

ACTV vs MSOS

Which is better, ACTV or MSOS?

ACTV has been ahead.

ACTV has a lower expense ratio. ACTV led over 1Y and the full window.

Lower Fees: ACTVHigher Returns: ACTV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricACTVMSOS
Expense Ratio0.75%Best0.78%
AUM$8M$775M
Dividend Yield0.77%0.00%
Holdings2025
Volatility (annualized)20.0%Best72.2%
Max Drawdown-28.7%Best-96.3%
$10,000 over 5 years$14,844Best$1,875
Fund FamilyLeaderSharesAdvisor Shares
CategoryEquityEquity
StyleSmall Cap ValueSmall Cap Value
InceptionOct 26, 2020Sep 1, 2020

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 355 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. ACTV has data through Oct 24, 2025 and MSOS through Oct 14, 2026.

Volatility and max drawdown, and the $10,000 over 5 years row, are measured over the window both funds cover: Oct 27, 2020 to Oct 24, 2025 (5 years).

Compare ACTV against instead:ACTV vs SPYACTV vs QQQACTV vs VOOACTV vs VTIMSOS against:MSOS vs VXUS

Risk: Volatility and Drawdowns

MSOS has been the more volatile fund, with annualized monthly volatility of 72.2% compared with 20.0% for ACTV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -28.7% for ACTV and -96.3% for MSOS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.37. They move together some of the time, and apart the rest.

Fees and Cost Over Time

ACTV charges 0.75% per year while MSOS charges 0.78%. On a $10,000 position that is $75 vs $78 annually, a gap of $3 per year that compounds over a long holding period. On income, ACTV currently yields 0.77% against 0.00% for MSOS.

You are not choosing between two funds in isolation.

Whichever of ACTV and MSOS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ACTVMSOS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ACTV or MSOS?

ACTV has an expense ratio of 0.75% while MSOS charges 0.78%. ACTV is the cheaper option, by $3 a year on a $10,000 investment.

Which is riskier, ACTV or MSOS?

MSOS has been the more volatile fund at 72.2% annualized versus 20.0% for ACTV. Worst drawdown: ACTV -28.7% vs MSOS -96.3%.

Should I hold both ACTV and MSOS?

ACTV and MSOS have a monthly-return correlation of 0.37, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, ACTV or MSOS?

ACTV yields 0.77% while MSOS yields 0.00%, so ACTV currently pays the higher dividend yield.

Is MSOS better than ACTV?

ACTV has a lower expense ratio. ACTV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.