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BSR vs CPII

Beacon Selective Risk ETF vs American Beacon Ionic Inflation Protection ETF

BSR

Beacon Selective Risk ETF

Annual cost

1.09%

Fund size

$37M

CPII

American Beacon Ionic Inflation Protection ETF

Annual cost

0.70%

Fund size

$12M

Key differences

Both BSR and CPII are fixed income ETFs. BSR charges 1.09% a year and CPII 0.70%. The main difference: CPII costs 0.39% less per year.

  • CPII costs 0.39% less per year.
  • BSR is much larger than CPII. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, BSR has delivered higher annualized returns.

Side-by-side comparison

BSRCPII
Annual cost (TER)1.09%0.70%
Fund size (AUM)$37M$12M
Since20232022
Dividend yield1.02%3.35%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+11.6%+4.4%
CAGR 3Y+7.8%+4.7%
CAGR 5YN/AN/A
Sharpe 3Y0.320.22
Volatility 1Y8.78%3.43%
Max drawdown-15.68%-6.40%

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

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