Skip to content
Beacon
Screener

BSR vs MPRO

Pacific Select Fund vs Monarch ProCap ETF

BSR

PACIFIC SELECT FUND

Beacon Capital Management Inc

Annual cost

1.09%

Fund size

$39M

MPRO

Monarch ProCap ETF

Monarch Funds

Annual cost

1.07%

Fund size

$253M

Key differences

  • MPRO is significantly larger than BSR — larger funds tend to be more liquid and less likely to close.
  • BSR follows a active selection strategy; MPRO uses index tracking.
  • Over the last 3 years, MPRO has delivered higher annualized returns.

Side-by-side comparison

BSRMPRO
Annual cost (TER)1.09%1.07%
Fund size (AUM)$39M$253M
Since20232021
Dividend yield1.02%1.89%
Asset classmixed assetmixed asset
Region
Strategyactive selectionindex tracking
CAGR 1Y+12.5%+14.7%
CAGR 3Y+8.0%+10.3%
CAGR 5YN/A+5.7%
Sharpe 3Y0.330.82
Volatility 1Y8.71%6.68%
Max drawdown-15.68%-14.50%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BSR and MPRO