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BSR vs AHLT

Beacon Selective Risk ETF vs American Beacon AHL Trend ETF

BSR

Beacon Selective Risk ETF

Annual cost

1.09%

Fund size

$37M

AHLT

American Beacon AHL Trend ETF

Annual cost

0.96%

Fund size

$139M

Key differences

Both BSR and AHLT are fixed income ETFs. BSR charges 1.09% a year and AHLT 0.96%. The main difference: BSR follows a active selection strategy; AHLT uses systematic alpha.

  • BSR follows a active selection strategy; AHLT uses systematic alpha.
  • AHLT costs 0.13% less per year.
  • AHLT is much larger than BSR. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BSRAHLT
Annual cost (TER)1.09%0.96%
Fund size (AUM)$37M$139M
Since20232023
Dividend yield1.02%1.53%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionsystematic alpha
CAGR 1Y+11.6%+33.5%
CAGR 3Y+7.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.32N/A
Volatility 1Y8.78%17.43%
Max drawdown-15.68%-20.18%

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

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