Screener
BPAY vs USRD
iShares FinTech Active ETF vs Themes US R&D Champions ETF
Key differences
- USRD costs 0.26% less per year.
- BPAY is significantly larger than USRD — larger funds tend to be more liquid and less likely to close.
- BPAY is classified as alternative, while USRD is equity — different risk/return profiles.
- BPAY covers global markets; USRD covers north america.
- BPAY follows a active selection strategy; USRD uses index tracking.
Side-by-side comparison
| BPAY | USRD | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.29% |
| Fund size (AUM) | $9M | $1M |
| Since | 2022 | 2023 |
| Dividend yield | 2.89% | 0.40% |
| Asset class | alternative | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | -4.3% | +26.5% |
| CAGR 3Y | +10.4% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.39 | N/A |
| Volatility 1Y | 25.59% | 16.40% |
| Max drawdown | -33.62% | -23.79% |
Similar to BPAY and USRD
Explore further