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BRTR vs MATE

iShares Total Return Active ETF vs Man Active Trend Enhanced ETF

BRTR

iShares Total Return Active ETF

Annual cost

0.38%

Fund size

$663M

MATE

Man Active Trend Enhanced ETF

Annual cost

0.97%

Fund size

$39M

Key differences

BRTR is a fixed income ETF, while MATE is an alternative ETF. BRTR charges 0.38% a year and MATE 0.97%.

  • BRTR is a fixed income fund, while MATE is an alternative fund. They carry different risk/return profiles.
  • BRTR follows a active selection strategy; MATE uses tactical allocation.
  • BRTR covers North America; MATE covers emerging markets.
  • BRTR costs 0.59% less per year.
  • BRTR is much larger than MATE. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BRTRMATE
Annual cost (TER)0.38%0.97%
Fund size (AUM)$663M$39M
Since20232025
Dividend yield4.65%
Asset classfixed incomealternative
Regionnorth americaemerging markets
Strategyactive selectiontactical allocation
CAGR 1Y+5.7%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.63%
Max drawdown-5.07%-13.24%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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