Screener
BSR vs HMOP
Beacon Selective Risk ETF vs Hartford Municipal Opportunities ETF
Key differences
Both BSR and HMOP are fixed income ETFs. BSR charges 1.09% a year and HMOP 0.29%. The main difference: HMOP costs 0.80% less per year.
- HMOP costs 0.80% less per year.
- HMOP is much larger than BSR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, BSR has delivered higher annualized returns.
- HMOP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BSR | HMOP | |
|---|---|---|
| Annual cost (TER) | 1.09% | 0.29% |
| Fund size (AUM) | $37M | $765M |
| Since | 2023 | 2017 |
| Dividend yield | 1.02% | 3.47% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +11.6% | +6.2% |
| CAGR 3Y | +7.8% | +4.4% |
| CAGR 5Y | N/A | +1.3% |
| Sharpe 3Y | 0.32 | 0.22 |
| Volatility 1Y | 8.78% | 2.66% |
| Max drawdown | -15.68% | -13.12% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.