Screener
BSR vs VTEI
Beacon Selective Risk ETF vs Vanguard Intermediate-Term Tax-Exempt Bond ETF
Key differences
Both BSR and VTEI are fixed income ETFs. BSR charges 1.09% a year and VTEI 0.08%. The main difference: BSR follows a active selection strategy; VTEI uses index tracking.
- BSR follows a active selection strategy; VTEI uses index tracking.
- VTEI costs 1.01% less per year.
- VTEI is much larger than BSR. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| BSR | VTEI | |
|---|---|---|
| Annual cost (TER) | 1.09% | 0.08% |
| Fund size (AUM) | $37M | $1.5B |
| Since | 2023 | 2024 |
| Dividend yield | 1.02% | 3.06% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +11.6% | +6.0% |
| CAGR 3Y | +7.8% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.32 | N/A |
| Volatility 1Y | 8.78% | 2.37% |
| Max drawdown | -15.68% | -3.64% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.