Monarch Select Subsector ETF (MSSS) belongs to the Mid Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with MSSS. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MSSS
MSSS charges 1.43% annually. There are 84 ETFs in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap ETF | 0.03% | 218.80B | Jan 2004 | MSSS vs VO | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 0.03% | 18.14B | Nov 2005 | MSSS vs SPMD | |
| Schwab US Mid-Cap ETF | 0.04% | 14.91B | Jan 2011 | MSSS vs SCHM | |
| iShares Morningstar Mid-Cap ETF | 0.04% | 1.64B | Jun 2004 | MSSS vs IMCB | |
| Vanguard Extended Market ETF | 0.05% | 93.70B | Dec 2001 | MSSS vs VXF |
Best Risk-Adjusted Alternatives to MSSS
MSSS has a PortfoliosLab risk / return rank of 66. There are 19 ETFs in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Castellan Targeted Equity ETF | 93 | — | Jun 2025 | MSSS vs CTEF | |
| Invesco S&P Spin-Off ETF | 89 | 226.12M | Dec 2006 | MSSS vs CSD | |
| Optimize Strategy Index ETF | 89 | 239.89M | Apr 2024 | MSSS vs OPTZ | |
| Counterpoint Quantitative Equity ETF | 87 | 366.29M | Nov 2023 | MSSS vs CPAI | |
| iShares MSCI Peru ETF | 83 | 536.81M | Jun 2009 | MSSS vs EPU |
Top Performing MSSS Alternatives (YTD)
MSSS is at 18.63% YTD. There are 15 ETFs in the Mid Cap Blend Equities category with higher YTD returns, going as high as 37.32%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P Spin-Off ETF | 37.32% | 226.12M | Dec 2006 | MSSS vs CSD | |
| Castellan Targeted Equity ETF | 34.60% | — | Jun 2025 | MSSS vs CTEF | |
| Optimize Strategy Index ETF | 29.14% | 239.89M | Apr 2024 | MSSS vs OPTZ | |
| Counterpoint Quantitative Equity ETF | 27.31% | 366.29M | Nov 2023 | MSSS vs CPAI | |
| Vanguard U.S. Momentum Factor ETF | 21.55% | 1.70B | Feb 2018 | MSSS vs VFMO |
Lowest Volatility Alternatives to MSSS
MSSS has 13.22% 1-year volatility. There are 21 ETFs in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | 8.76% | 426.50M | Feb 2018 | MSSS vs VFMV | |
| Invesco Bloomberg MVP Multi-factor ETF | 9.74% | 101.68M | May 2003 | MSSS vs BMVP | |
| Invesco Dynamic Market ETF | 9.74% | 95.10M | May 2003 | MSSS vs PWC | |
| ETC 6 Meridian Low Beta Equity Strategy ETF | 10.25% | 185.97M | May 2020 | MSSS vs SIXL | |
| Indexperts Quality Earnings Focused ETF | 11.02% | 34.97M | Dec 2024 | MSSS vs QIDX |
Lowest Drawdown Alternatives to MSSS
MSSS has a 1-year max drawdown of -10.18%. There are 54 ETFs in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | -6.00% | 426.50M | Feb 2018 | MSSS vs VFMV | |
| RiverNorth Patriot ETF | -6.25% | 3.97M | Feb 2022 | MSSS vs FLDZ | |
| SRH U.S. Quality ETF | -6.31% | 170.62M | Oct 2022 | MSSS vs SRHQ | |
| Invesco Bloomberg MVP Multi-factor ETF | -6.45% | 101.68M | May 2003 | MSSS vs BMVP | |
| Invesco Dynamic Market ETF | -6.45% | 95.10M | May 2003 | MSSS vs PWC |
Other ETFs from Monarch
The 2 most viewed Monarch ETFs shown here include MAMB, MPRO and span 2 categories. AUM among these funds goes as high as $262M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Monarch Ambassador Income ETF | Intermediate Core-Plus Bond | 37 | 0.15% | 187.26M | Mar 2021 | MSSS vs MAMB | |
| Monarch ProCap ETF | Diversified Portfolio | 66 | 7.05% | 261.92M | Mar 2021 | MSSS vs MPRO |
Often Compared With MSSS
Investors most often compare MSSS with BNO, GSG, COMT. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare MSSS with Any Fund or Stock
Compare MSSS with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MSSS with funds that move differently
Monarch Select Subsector ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSSS.
Explore MSSS Diversifiers