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Beacon
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BSR vs QVOY

Pacific Select Fund vs Q3 All-Season Active Rotation ETF

BSR

PACIFIC SELECT FUND

Beacon Capital Management Inc

Annual cost

1.09%

Fund size

$39M

QVOY

Q3 All-Season Active Rotation ETF

Q3 Asset Management Corporation

Annual cost

1.32%

Fund size

$60M

Key differences

  • BSR costs 0.23% less per year.
  • Over the last 3 years, QVOY has delivered higher annualized returns.

Side-by-side comparison

BSRQVOY
Annual cost (TER)1.09%1.32%
Fund size (AUM)$39M$60M
Since20232022
Dividend yield1.02%0.52%
Asset classmixed assetmixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+12.5%+22.6%
CAGR 3Y+8.0%+12.0%
CAGR 5YN/AN/A
Sharpe 3Y0.330.58
Volatility 1Y8.71%17.44%
Max drawdown-15.68%-17.05%

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

Similar to BSR and QVOY